As a Client Service Associate your job is to enhance the client experience by servicing clients and providing operational and administrative support to the team. As you gain knowledge of firm policy, procedures and technology you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perform administrative duties that support Financial Advisors in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc). You support and drive firm initiatives and maintain risk awareness and regulatory knowledge.
You are client service oriented and a team player. You are detail oriented with proven organizational skills, able to manage time efficiently and can multi-task. You have proven written and verbal communication skills.
Position is 30-35 hours per week. Interested candidates should email a resume for consideration.
Key Tasks
The key tasks of your job as a Client Service Associate include the following:
Relationship Management
• Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.)
• Leverage various communication channels to keep in touch with clients (e.g., send out birthday cards, e-mail research newsletters)
• Process account service requests and ensure appropriate documentation
• Direct incoming phone calls to appropriate team member
Wealth Management
• Input data into Financial Planning software
• Assist in the preparation of client reports and other materials for client meeting.
Practice Management
• Organize logistics of team marketing events, develop and maintain team marketing materials
• Maintain contact management systems with up to date key client information
• Take a proactive role in self-development to continuously improve knowledge, skills and credentials and communicate development needs to Senior Financial Advisor or Team Administrator as applicable
Requirements
• College Degree
• Excellent skills in Microsoft Office Suite and other technologies
• Willing to obtain Series 7 License
• Detail and service oriented
• Good written and verbal communication skills
• Team player with good interpersonal skills