Client Service Associate

2 weeks ago

Miami, United States GenTrust Full time
Job DescriptionJob Description

ABOUT THIS JOB:

We are an investment advisory firm providing a comprehensive and flexible array of investment solutions to high-net-worth individuals and family offices. We are currently seeking a Client Service Associate candidate based in our Miami office. The candidate will work closely with the advisors to provide best in class service to our clients. He/she will be responsible for handling all aspects of our client new account and onboarding experience, processing daily disbursement requests, and handling day-to-day account maintenance and service requests and special projects, as needed. The candidate should demonstrate a strong knowledge of industry standards and practices. The candidate must be able to work independently, in a fast-paced environment while collaborating with other team members to resolve various issues with potentially broader business impact.

This is a full-time position with access to healthcare and insurance benefits.

RESPONSIBILITIES AND DUTIES

  • Serve as the first point of contact to proactively manage and deliver the client experience and our firm's scope of services.
  • Support Senior Advisors in solving complex client inquiries.
  • Work closely with the reporting team to generate reports, analyses, and solutions. May participate in client meetings to present reports.
  • Responsible for the processing and integrity of account opening documentation and follows up to ensure timeliness of account setup.
  • Oversee and support with post-client-meeting follow ups, including assisting with onboarding documentation and client intake process.
  • Liaise with clients' and firm's network of business professionals, including accountants, attorneys and other specialized advisors and service partners, as needed.
  • Support Senior Advisors with coordinating and processing new private fund subscriptions.
  • Maintain up-to-date client data in the contact management system (CRM) for purposes of reporting, scheduling, tracking, and marketing. Meets various performance and productivity objectives using the firm's CRM platform.
  • Create and maintain client files, prepare client forms and reports, and assist with client correspondence as requested by the firm's Advisors.
  • Work closely with Advisors in preparing marketing materials and personalized investment proposals and reports.
  • Leverage expert business, industry, and operational knowledge in addition to frequent client interaction to identify value added client solutions.
  • Ensure legal, regulatory, and operational control requirements are maintained and followed across their assigned diverse complex client base on an ongoing basis.
  • Demonstrate leadership on tasks to achieve our firm's goal of excelling in client service
  • Help to identify the source/cause of significant customer issues so that they can be eliminated.
  • Perform research and follow-up as needed on problems related to disbursement transactions, service activities, and statement errors.
  • Ensure key client information and documentation is up to date
  • Participates in various group projects and continuous improvement activities

QUALIFICATIONS & SKILLS:

  • A four-year degree from a regionally accredited institution (i.e. Bachelor of Science) preferred.
  • 2-3 years' experience in the financial industry preferred.
  • Tech savvy, with the proficiency to quickly learn new technology tools, platforms, and software - with proficiency in Excel, Word, PowerPoint
  • Applies professional judgment when interpreting data and results
  • Ability to multi-task with strong organizational and time management skills
  • Excellent attention to detail, judgment, analytical and problem-solving skills
  • Excellent verbal and written communication skills
  • Capable of working autonomously and collaboratively in a fast-paced team environment
  • Possess strong ethics, with the ability and dedication to maintain high confidentiality of personally identifiable client and firm information
  • Be able to work well and with a high degree of accuracy in a busy office environment with frequent interruptions and changing priorities

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