Client Service Associate

2 months ago

McLean, United States Signature Estate & Investment Advisors, LLC Full time
Job DescriptionJob Description

JOB TITLE: Client Service Associate

EMPLOYER: Signature Estate and Investment Advisors Inc

DEPARTMENT: Advisory Team- Virginia

REPORTS TO: Lead Advisor

EFFECTIVE DATE: 5/16/2024

SUMMARY: This position supports the lead advisor with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients.

DUTIES AND RESPONSIBILITIES:

  • Responsible for many aspects of administration and client service for Business Clients and Retail Wealth Clients
  • Responsible for New Business (tracking statistics, open new accounts)
  • Organize and Manage Portfolio Review, Prospect or Closing Meeting Process for Clients
  • Account Maintenance (opening new accounts, follow through, managing transactions, address changes, etc.)
  • Prepare paperwork, letters, client reports and other client communications.
  • Proactive and immediate resolution of client inquiries – direct client contact
  • Compliance Duties (maintain compliance log specific to Tysons office)
  • Scheduling client meetings
  • Participation in weekly Staff and Operations Meetings
  • Troubleshoot problems.
  • Responsible for designing your own, independent workflow and tracking tasks in CRM
  • Expectation of initiative to look for ways to streamline processes in order for the firm to be more efficient as a whole.
  • Responsible to document your tasks for the Operations Procedure Manual (screen shots with clear, concise instructions)
  • Effective communication with both internal and external contacts including prospects and clients.
  • Establish working relationships with colleagues and external clients.
  • Critical position for the success of the team
  • Handle a variety of tasks and provide connection between advice across all areas of the firm.


SUPERVISORY RESPONSIBILITIES:

  • This job has no supervisory responsibilities.


QUALIFICATIONS:

  • Bachelor's Degree (BA) from four-year college or university, or 3 to 5 years of related experience and/or training, or equivalent combination of education and experience.
  • Certificates, licenses, and registrations required: Preferred FINRA licenses Series 7 and 66.
  • Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software.

COMPETENCIES:

  • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
  • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
  • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
  • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
  • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
  • management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
  • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
  • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
  • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
  • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
  • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
  • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
  • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.



The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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