Client Services Associate
4 weeks ago
Vaco has partnered with a company seeking a proactive and client-focused individual to join their dynamic team as a Client Services Associate in the wealth management industry. The Client Services Associate will play a pivotal role in ensuring exceptional service delivered to esteemed clients. This position offers an excellent opportunity for growth and professional development within the financial services sector.
Responsibilities:
- Client Relationship Management: Build and maintain strong relationships with clients by serving as the primary point of contact for inquiries, requests, and concerns.
- Client Onboarding and Documentation: Facilitate the client onboarding process by collecting necessary documentation, conducting KYC (Know Your Customer) procedures, and ensuring compliance with regulatory requirements.
- Account Maintenance: Handle account opening, maintenance, and closure processes accurately and efficiently. Update client records and account information as necessary.
- Transactional Support: Process client transactions, including deposits, withdrawals, transfers, and other account-related activities, ensuring accuracy and compliance with internal policies and procedures.
- Investment Support: Assist clients with investment-related inquiries, such as portfolio performance, asset allocation, and investment strategies. Coordinate with investment advisors and portfolio managers as needed.
- Client Communication: Proactively communicate with clients regarding account updates, market developments, and relevant industry insights. Address client inquiries promptly and professionally via phone, email, or in-person meetings.
- Issue Resolution: Investigate and resolve client issues and concerns in a timely and effective manner, escalating complex issues to senior management when necessary.
- Compliance and Regulatory Compliance: Adhere to all regulatory guidelines and compliance standards, ensuring client accounts and transactions comply with industry regulations and internal policies.
- Team Collaboration: Collaborate with internal teams, including investment professionals, operations, and compliance, to deliver comprehensive and integrated solutions that meet client needs.
- Continuous Improvement: Identify opportunities for process improvements and contribute to the development and implementation of best practices to enhance client service delivery and operational efficiency.
- Bachelor's degree in finance, business administration, economics, or a related field.
- Previous experience in client services, preferably within the wealth management, investment banking, or financial services industry.
- Strong understanding of financial markets, investment products, and wealth management concepts.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
- Detail-oriented with strong organizational and time management skills, capable of multitasking and prioritizing tasks in a fast-paced environment.
- Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce) is preferred.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Relevant industry certifications (e.g., Series 7, Series 63) is a plus.
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