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Client Service Associate

2 months ago

Waco, United States Kestra Holdings Full time
LifeBridge has been a multigenerational team since 2016 committed to helping families reach and thrive in retirement. The story of LifeBridge goes back to 1989 when Michael founded Michael G Rudelson & Co, and later merged with LifeBridge in 2016. When the opportunity to combine firms presented itself in late 2020 through Bluespring Wealth Partners, the teams realized this was the answer to continue to provide the highest levels of service to clients while ensuring continuity for the business to service future generations. Aligned in both their dedication to superior service and approach to investment strategies, today the collective team remains committed to putting the needs of clients first.

The Client Service Associate (CSA) is responsible for maintaining advisor and client files, generating client reports, contacting clients to provide or obtain updated information, scheduling meetings with professional staff and troubleshooting.

ESSENTIAL DUTIES AND RESPONSIBILITIES

To perform this role successfully, the individual must be able to perform each essential duty:

Client Service and Relationship Management
  • Interfaces with the custodian to open new accounts, updates account information
  • Fills out necessary forms for opening or maintaining accounts, complete service requests
  • Interfaces with the broker-dealer or custodian and carriers to obtain information or account data
  • Maintains information in the client relationship management system
  • Handles check depositing or check forwarding and maintenance of firm blotter
  • Maintains scanning and digital filing
  • Sets up and retrieves reports in the portfolio management system and performance reports
  • Customer service; greets clients, answers incoming phone calls, initiates outbound phone calls, processes and forwards phone service requests
  • Answers basic questions for clients (a license may be required for some)
  • Shows clients how to access their accounts and read statements
  • Handles requests for transfers of funds in and out of accounts
  • Trains other CSAs or Administrative Assistants, if experienced

Team Management and Staff Development
  • Active member of team, prompting ideas for efficiency
  • Strong client relationships; build rapport with new and existing clients, encouraging additional client referrals to firm

Measures of Success
  • Overall client satisfaction, both prompted and unsolicited
  • Positive feedback from Lead advisor and staff interactions
  • Accuracy and timeliness of paperwork and projects
  • Strong organization skills
  • Ability to handle all client situations
  • Implementation of projects on time

KNOWLEDGE, SKILLS AND/OR ABILITIES

To perform this job successfully, the individual should have the following skills and abilities.
  • Brings a minimum of two years - five years of experience in the investment industry
  • May hold a securities license
  • Demonstrates expert knowledge of Microsoft Office applications, CRM systems and other typical advisory systems
  • Excellent customer experience; exhibit professional phone demeanor
  • Willingness to be proactive and reach out to clients, both in writing and on the phone
  • Strong relationship building skills, both with clients and vendors

EDUCATION AND/OR EXPERIENCE
  • 4-year degree preferred

CERTIFICATIONS, LICENSES, REGISTRATIONS:
  • May hold a securities license or industry certification

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.

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