Client Service Associate
: Job Details :

Client Service Associate | Louisville, KYA premier financial advisory firm in Louisville, Kentucky, offering comprehensive wealth management services, is seeking to hire a Client Service Associate. The firm provides personalized advice and solutions to help individuals, families, and businesses manage and grow their wealth over the long term.The Client Service Associate will be a vital member of the team, embodying the firm's commitment to exceptional client service and wealth management. The ideal candidate will be highly organized, detail-oriented, and dedicated to delivering top-notch support to clients.Responsibilities:Deliver comprehensive administrative support to financial advisors, ensuring a smooth and seamless client experienceOversee various operational tasks, including data entry, report generation, and preparation for meetingsAccurately and efficiently process client transactions using custodian platforms like LPL FinancialAssist clients and advisors in understanding and completing documentation and registration requirements, ensuring complianceProactively identify and address time-sensitive issues arising from custodian alerts, ensuring prompt resolutionFoster strong relationships with advisors and staff, offering support and training on operational processes and systemsTake ownership of client inquiries and issues, ensuring timely follow-up and effective solutionsWork closely with internal teams to resolve complex issues and contribute to ongoing projectsProvide administrative assistance to the management team as needed.Requirements:Bachelor's degree is requiredFINRA Series 7, Series 65, and Series 66 licenses are preferred5+ years of experience in a financial advisory firmProficiency in Microsoft Suite, DocuSign, Adobe, and CRM/custodian systems (Redtail, LPL Financial, Orion, Schwab, Fidelity, Raymond James, etc.)Strong problem-solving skills and ability to quickly learn and apply new informationExcellent communication skills, both verbal and writtenProven ability to prioritize tasks and manage time effectivelyHighly organized and detail-orientedStrong analytical and problem-solving skills