Client Services Representative II
4 weeks ago
About Our Client Services Representative II:
We are looking for an experienced professional with a friendly attitude and ability to multitask, to partner with our advisors to provide a best-in-class experience for our clients. As a member of the Client Services team, our Client Services Representative II is responsible for preparing client paperwork, maintaining client relationships, scheduling meetings, and executing necessary meeting preparation, and maintaining a positive and client-centric approach. Our CSR II also has the experience and ability to maintain strong relationships with high-net-worth families and companies.
A couple of special notes about our Client Services Representative II:
This position requires in office support out of our Birmingham office, 4 days per week, with the flexibility to work remote on Friday's.
The Birmingham office schedule is Monday through Thursday, 8:00AM – 5:00PM, and on Friday’s 8:00AM – 3:00PM.
For this role, you will need reliable transportation.
To be considered, you must have 3-5 years of prior administrative experience working with investments.
How will you spend your days here at Savant?
You will get the opportunity to provide first line of client contact to high-net worth clients with complex AUM.
You will be proactive in communication, troubleshooting problems, working schedules, organizing meetings, and serving as the liaison between Advisor and client as needed.
You will manage client information, prepare client reports, submit and follow up on necessary paperwork, and regularly update Salesforce.
You will get the opportunity to utilize technology to perform a variety of tasks and act as a liaison between custodians and other third-party vendors, as well as external professionals such as accounts, and attorneys.
Through your eye for detail, you will facilitate completion of all client applications and transfer documents. As well as attend client paperwork meetings to facilitate with both internal and external forms, as necessary.
Because you have a high level of pride in your work and strive for accuracy, you will proofread reports, forms, and electronic data for errors.
To share your progress with leadership, you will collect and organize specialized reports for our management.
As a part of the greater team, you will provide support to others as needed and fill in where you can.
Where do you fit in?
Here are a few of our must haves:
A bachelor’s degree from an accredited college or university is highly preferred, all candidates must have at least an associate degree to be considered.
3-5 years proven success in an administrative support function in an investment environment
As a level two client services representative, you must hold Financial Paraplanner Qualified Professional (FPQP) designation or other investment related designation. If you do not currently hold this designation, you must be willing to obtain this designation within the first 12 months of hire.
You are proficient in Outlook, Word, Excel, and PowerPoint, as well as CRM software.
You will be process oriented, organized, detail-oriented, and able to multitask.
You always maintain a client first attitude
You will exude excellent verbal and written communication skills to build strong interpersonal relationships at all levels of the organization
You are a team player, you enjoy collaboration and helping others, but you can also work independently on project work.
Here are some skills that are helpful in your success:
You are a self-motivated, customer service oriented, energetic, resourceful, and eager to learn person
You enjoy trouble shooting and problem solving to help others in a timely and efficient manner.
You will have a proven track record for solid attendance in your previous work experiences.
You will maintain a high level of technical knowledge by participating in educational opportunities and reading technical publications.
You enjoy contributing to the overall effectiveness of the client services team by assisting with various projects and filling in for others as needed.
Why Join Us?
We are a growing firm, with opportunities for future growth and advancement in your role.
We offer health, vision, dental, and 401K benefit options for you and your family.
We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.
Let us help you on your path to your ideal career - apply today
Collective Wisdom. We're Better Together.
At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.
If you want to be part of a culture that is defined through strong values - Savant is right for you.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.
Any combination of equivalent education and work experience will be considered.
Savant Capital, LLC is an Equal Opportunity Employer
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