Client Service Associate
2 weeks ago
Summary:
Financial Plan
ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.
Essential Duties And Responsibilities
Supports Lead Advisor of a large book of business including handling all administrative functions for Lead Advisors and the firm
Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/tack messages appropriately and according to firm guidelines
Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
Deposit checks received and maintain check blotter in adherence to compliance guidelines
Maintain client information in CRM database
Research and resolve client service problems for errors as needed
Record all transactions on appropriate logs
Perform other duties and projects as assigned
The Ideal candidate will possess the following skills:
Basic computer skills (Outlook, Word, Excel) are essential
Strong administrative and time management skills with superior attention to detail
Excellent communication skills, both verbally and in writing
CRM knowledge a plus
Series 7 and 65/66 preferred (or ability to obtain)
Education And/or Experience
Associates 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
Benefits:
Competitive Pay, paid holidays, paid vacation, sick/personal days, 401(k), health insurance
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