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Client Service Associate Stone Point Financial Services
4 months ago
The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
+ Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
+ Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
+ Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
+ Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
+ Assist in preparation of consolidated performance reporting on a monthly/quarterly basis
+ Maintain CRM database; define and ensure adherence to appropriate client service models
+ Manage multiple and competing priorities daily in pursuit of business objectives
Knowledge, Skills, and/or Abilities
+ Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
+ Excellent communication skills, both verbally and in writing
+ Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
+ Ability to build relationships with clients and internal partners and influence others without direct control
Education and/or Experience
+ Bachelor's degree in a business-related field preferred
+ The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
+ Previous experience in the independent financial services culture preferred
