Client Service Associate
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Client Service Assistant
E3 Financial Planning, Needham, Ma.
Summary of responsibilities
This part-time position provides administrative support to the advisor and customer service support to the advisor’s clients in the firm's day-to-day operations.
Principal responsibilities
- Onboard new client accounts, which includes the collection of required documentation and client information within the appropriate turn around time.
- Perform administrative duties that support the advisors in daily business practices, including but not limited to, telephone coverage, coordination of client meetings and calendar maintenance.
- Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events.
- Place trades through Commonwealth at advisor’s direction, if licensed.
- Maintain updated client contact records using CRM system.
- Follow up on outstanding client transactions (e.g., transfers).
- Maintain up-to-date, organized client files, including copies of all signed applications and forms, according to Commonwealth’s Compliance requirements.
- Track pending business paperwork; update pending business summary sheet for advisor’s attention when documents are outstanding; track and tally all outstanding work
- Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisor
Required knowledge/skills/competencies
- High attention to detail and superior organizational skills
- Five years’ experience in an administrative role or three years’ experience in financial services
- Exceptional customer service experience
- Proficiency in MS Office Suite (e.g., Word, Excel)
- Ability to effectively prioritize workload and meet deadlines
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