Senior Client Associate
1 week ago
Primary Purpose:
The Senior Client Associate delivers client support to the advisors and provides resources and guidance to help clients achieve their financial goals. This role will be an essential partner to the operational function of the business, including oversight of the day-to-day administrative responsibilities. Duties include: the preparation of financial plans and reviews; the management of meetings; client correspondence; processing client paperwork and record management.
Key Responsibilities and Essential Functions:
- Interact with clients, answer and process requests and inquiries in a timely manner to develop strong relationships.
- Organize and coordinate office administration and procedures, to ensure organizational effectiveness and efficiently keep the business operating smoothly on a day-to-day basis.
- Cultivate strong advisor, client, and vendor relationships to ensure prompt and consistent delivery of excellent customer service.
- Assist the advisor team in preparing and organizing for client meetings and related follow-up meetings.
- Coordinate the preparation of financial plans, annual or quarterly reviews and other ad-hoc client materials. Prepare consolidated reports, meeting agendas, quotes and added services.
- Assist in processing all new business and client maintenance requests.
- Maintain accurate client, prospect, and vendor data in the client relationship management (CRM) database, client fee billing and reporting systems.
- Commit to continuous education and professional development to remain current in industry best practices and compliance rules and regulations.
- Work as part of the ensemble, and act as the point of accountability at times, to develop and maintain overarching business processes and operational workflows, including policies and procedures.
- Ensure system backups are completed on routine basis.
- Assist in special projects and duties as assigned.
Job Specifications:
- 1-3 years of customer service or administrative support experience, preferred.
- FINRA registrations – SIE, Series 7, Series 66, or willingness to start the process within six (6) months of employment.
- Financial services industry experience, preferred.
- Proficiency with Microsoft Office Suite.
- Strong professional verbal and written communication skills.
- Foster an environment of open, honest, and timely communications.
- Personable, approachable with a positive attitude in providing service excellence.
- Ability to work effectively both as part of a team and independently with minimal supervision.
- Excellent problem solving, time management, attention to detail and prioritization skills.
- Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism and empathy.
- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.
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