Client Services Associate

3 weeks ago

Miami, United States Provenance Wealth Advisors Full time

As a Client Service Associate of Provenance Wealth Advisors, you will use advanced skills gained through training and experience to provide pro-active support to Financial Advisors and assist with efficient, quality client service. You will serve not only as a key member of the Provenance Wealth Advisors’ team, but also the initial point of contact for clients to identify, research and resolve their problems while providing the highest level of customer service. A key attribute of the administrator role is to understand and drive the global planning process, not only the task at hand. At its core your key job responsibility is to provide general administrative support to the advisor and firm in order to allow the advisor to maximize client facing time.


Job Duties and Responsibilities

• Communicate coordinate and support a team approach to client service

• Interact daily on the telephone with prospective and existing clients, handling basic inquiries and addressing service requests

• Meet with Financial Advisor (FA) on a weekly basis to track new business, items in motions, service opportunities, scheduling and prepping for upcoming meetings; participate in weekly insurance and investment tracking with coordinators and FA

• Onboard all new clients and prospects

• Process and follow up on client documentation for proper maintenance of accounts

• Assist in preparing new account paperwork and applications, correspondence, summaries and spreadsheets to assist with servicing existing clients and potential prospects

• Provide customer service and account maintenance functions (ex. Account balances, transfer status, titling inquiries, change of address, etc.)

• Research client and security information through the back-office RJ system

• Respond to incoming emails and telephone calls in a professional manner to ensure that the client’s request is met in a timely fashion

• Manage the calendar and schedule meetings for clients, prospects, and vendors

• Provide insurance policy service, including changes to owner and beneficiary information, trustee changes, premium modal changes, bank EFT changes, etc.

• Facilitate the execution of estate planning documents, including saving the electronic document, providing the originals to the attorney, and following up on required tax identification numbers

• Prepare engagement letters and invoices for financial planning clients

• Establish, maintain, and update electronic, investment, and client files

• Respond proactively and timely to client requests for assistance and problem resolution

• Perform other duties and responsibilities as assigned


Knowledge / Requirements

• Associate or Bachelor’s Degree preferred

• 1 - 3 years of experience in a financial services environment preferred.

• MS Excel, Word, Outlook, and PowerPoint proficiency to produce presentations, correspondence, electronic communication, and maintain spreadsheets


Job Skills

• Effective problem-solving skills to resolve client questions

• Organize, manage, and track multiple tasks in a fast-paced environment

• Professional, service-oriented demeanor

• Detail-oriented to ensure the accuracy of reports, correspondence, and tracking reports

• Demonstrate excellent work ethic

• Communicate effectively, both orally and in writing, with all levels of the organization

• Ability to work collaboratively as well as independently within a team environment


Other Duties

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.

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