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Client Service Associate

4 months ago

Reston, United States Kestra Holdings Full time
Anne McCabe founded Curo Private Wealth in 2014 out of a desire to help people experience the freedom and confidence that comes from taking control of their future through financial planning. The firm has grown throughout its history, partly due to a successful merger with Bernard Wolfe & Associates in 2021. We're one firm united in our approach to providing comprehensive financial planning and investment management, with two convenient locations in Maryland and Virginia. It's not what we do that makes us stand out; it's how we do it.

As the Client Service Associate, you will report to the Client Service Manager. You will use excellent customer service and problem-solving skills to provide information and education to our clients.

RESPONSIBILITIES:
  • Support 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 while ensuring documentation and record keeping follows compliance standards
  • Partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests
  • Prepare consolidated performance reporting on a monthly/quarterly basis
  • Maintain CRM database; ensure adherence to appropriate client service models
  • Prioritize responsibilities daily to pursue our goals
  • Build relationships with our clients and internal partners.
  • Other responsibilities as assigned by the Operations Manager

SKILLS:
  • Basic proficiency in Outlook, Word, and Excel (can maintain complex spreadsheets)
  • Time Management and Organization
  • Excellent communication skills, both verbally and in writing
  • Customer Service

EDUCATION AND EXPERIENCE:
  • You will have at least 3 year of work experience.
  • Financial services or banking industry experience beneficial.

CERTIFICATIONS:
  • Series 7 or ability to obtain at the request of management
  • Series 66 or ability to obtain at the request of management

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
  • You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.