The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
- Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling, and post-meeting documentation.
- Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
- Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.
- Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.
- Assist in preparation of consolidated performance reporting on a monthly/quarterly basis.
- Maintain CRM database; define and ensure adherence to appropriate client service models.
- Manage multiple and competing priorities daily in pursuit of business objectives.
- Other responsibilities as assigned by the Senior Client Service Associate.
Knowledge, Skills, and/or Abilities
- Advanced computer skills (Outlook, Word, and Excel) are essential.
- Excellent communication skills, both verbally and in writing.
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.
- Ability to build relationships with clients and internal partners.
Education and/or Experience
- Bachelors degree in a business-related field preferred.
- The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts.
- Previous experience in small business culture preferred.
Benefits
None
Growth Potential
Yes. Transition to Full Time position with benefits.
Office
Personalized Laptop Provided.
Work Arrangement
Hybrid/Remote Work Potential: After training is completed.
Flexible Work Hours
Can design own schedule at start.
Hiring Procedure
Submit Resume, Phone Call Interview, In Person Interview.
Work Attire
Business Casual.
#J-18808-Ljbffr