Client Service Associate – Columbus OH
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
Our client is seeking a Client Service Associate to assist our Sr. Advisors. This role values collaboration and great communication, creative problem-solving, passion for learning and offers autonomy for motivated individuals.
DUTIES & RESPONSIBILITIES
- Communication with clients via telephone, email, and in-person to address their needs, answering their questions and concerns in a timely, informative, and professional manner.
- Develop expertise in account opening, money movement, account linking, investment strategy implementation, and other client service-related tasks.
- Perform basic administrative and clerical duties, including compiling and updating necessary documents, organizing portfolio reviews, obtaining and processing all client information, and updating the CRM.
- Onboard and prioritize new clients.
- Demonstrate expert knowledge of the products and services offered.
- Ensure compliance with specifications and regulations and work according to set standards and operating procedures.
- Collaborate with internal teammates, third-party resource partners, and custodians for efficient and thorough client planning.
- Seek assistance and report challenges to upper management.
QUALIFICATIONS
- 5+ years in financial services, preferably in Private Client Wealth Management, and/or RIA firms.
- Bachelor's degree in financial services, and/or relevant field.
- Previous experience with Schwab or Fidelity is required.
- Desire to work in a fast-paced, entrepreneurial, team-focused, and results-oriented environment.
- Experience in a client-facing role, proficiency with onboarding new relationships, and ongoing servicing of client relationships a plus.
- Strong orientation to technology with the ability to learn quickly and work with various platforms.
- Detailed-oriented and sound organizational skills, with strong oral and written communication skills.
- Comfortable working independently and directly with other members to support Senior Advisors and focus on the growth of the business and results for the clients.
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