Client Service Associate
4 weeks ago
The Applied Companies is recruiting for a Client Service Associate for a small insurance office providing full support to multiple Financial Advisors. The perfect candidate will ensure client satisfaction through direct-contact with clients, vendors, and other employees, while adhering to regulatory standards.
Position Responsibilities
- Secure files and maintain all confidential client and required information
- Complete new client applications and paperwork, follow up with confirmation of all information and submit within 24 hours.
- Answer inbound phones and email inquiries and route to appropriate staff and team members
- Compliance Training
- Perform general clerical duties including but not limited to photocopying, faxing, mailing and shipping
- Support existing organizational staff in assigned project work.
- Prepare Advisors for meetings with appropriate forms, reports, data and research
- Prepare investment account paperwork and manage the transfer of assets
- Perform portfolio administration with regard to client data, contributions and withdrawals
- Prepare and manage to completion investment, insurance and employer sponsored retirement plan paperwork
- Respond to client requests for service and trouble-shoot service issues
- Establish client files and maintain client data in CRM program
- Assist Advisors with client communication, agendas, and recaps
- Proactively communicate with Advisors regarding work in progress
- Scheduling client reviews
- Process client account paperwork and process internal and external asset movements through Broker/Dealer platforms
- Regularly prepare supporting materials and sample reports for clients
Requirements
- Three or more years of operational and client service experience within the financial services, banking or legal industries
- Must have strong organizational and prioritization skills
- Excellent follow-up and follow-through capabilities
- Professional attitude, demeanor, and appearance
- Ability to take initiative and to work independently to research and resolve client issues
- Problem solving skills to determine the most efficient method of problem resolution while complying with corporate and regulatory procedures
- Understanding the appropriate paperwork and procedures necessary to process transactions
- Strong attention to detail with ability to multi-task
- Must be computer literate and proficient with Windows, Word, and Excel
- High degree of confidentiality with excellent work ethic
- Work both independently and within the team
- Knowledge of eMoney a plus
Education/Licenses
BA/BS Degree preferred
Office Hours are 8:00 am to 5:00 pm Monday through Thursday and 8:00 am to 3:00 pm on Fridays. This job is a full-time position (38 Hrs. Per week).
#INDHP
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