Client Service Associate
We are looking to expand our experienced team by hiring for the role of a Client Services Associate.
The Client Services Associate fulfills a key position within our practice by supporting all aspects of the client experience and working closely with our advisors and external partners to formulate solutions for our clients.
The person in this role is focused on firm operations through direct client interaction and “behind the scenes” coordination with other team members to deliver premium client service.
Responsibilities
· Client Service
o Act as the primary contact for client service questions and problem resolution, working seamlessly with internal and external partners and escalating items as necessary
o Handle client service requests including account maintenance requests, money movement (check requests, withdrawals, transfers, etc.
) and account inquiries
o Provide clients with technology assistance and training, as needed
o Participate in client meetings, as needed
· Administrative Support
o Track all client updates and interactions in CRM, as well as assign and complete client-related tasks in CRM
o Prepare client review materials and ensure that data required for review is accurate
o Manage client Required Minimum Distribution report
o Maintain physical and electronic client files
o Support general administrative needs, as necessary
· Operations
o Prepare paperwork for client transactions, including, but not limited to opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, etc.
o Monitor, prepare and process IRA, CRT and other distributions
o Update processes and procedures related to the Client Service Associate position
o Work with the team to address workflow issues, making suggestions for improvement to their systems and process, as needed
Education, Skills, and Experience
· FINRA Series 7 Registered (preferred)
· Insurance Licensed (preferred)
· Proficient in Microsoft Office, Excel, and PowerPoint
· Strong oral and written communication skills
· Ability to prioritize and manage competing priorities
· Strong interpersonal, problem-solving, and teamwork skills
· Attention to detail
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