Client Service Associate

3 weeks ago

San Diego, United States TalentLink Solutions Full time
Company Overview:

RemoteLink Solutions seeks to establish itself as the premier back-office solution for independent financial advisors nationwide. Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee. In some cases, we may be helping advisors who want to grow but are spending too much time on administrative functions themselves. In most cases, we provide the support they need so they can focus on continued growth.

RemoteLink Solutions is a subsidiary of TalentLink Solutions. Formed in 2014, TalentLink Solutions was created to offer the financial services community a hiring and human resources consulting solution that allows for a firm's growth and success. Through this service offering, the firm's Principals uncovered the need to provide a remote assistant solution for the independent financial advisor, thus prompting the launch of RemoteLink Solutions.

Position Overview/Summary:

Due to growth, RemoteLink Solutions has an exciting opportunity to offer the right individual. This role will have responsibilities including: direct client contact, relationship building, conducting periodic account reviews, completing financial transactions, and multiple administrative duties. The ideal candidate must be extremely professional in appearance and manner, willing to accept direction yet with the ability to think on their own and is quick to learn new things. Additionally, he/she must have outstanding customer service skills, be very detail-oriented, and have superior computer, organizational, and multitasking ability.

Responsibilities:
  • 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 and insurance 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 scheduling client reviews, client communication, agendas, recaps, and recommendations.
  • Proactively communicate with Advisors regarding work in progress.
  • Process client account paperwork and process internal and external asset movements through Broker/Dealer platforms.
  • Answer inbound phone and email inquiries and route to appropriate staff and team members.
  • Attend all compliance training.
  • Perform general clerical duties including but not limited to photocopying, faxing, mailing, and shipping
Personal Characteristics:
  • Demonstrates a high degree of self-motivation and possesses a sense of urgency to exceed expectations.
  • Applies his/her skills to maintain a high level of productivity; is accurate and thorough in delivering quality work; pays attention to all relevant details.
  • Picks up on new knowledge quickly, applies new learning to be more effective at work, works to continuously improve.
  • Demonstrates outstanding verbal, written communication skills, excellent customer service and phone etiquette.
  • Demonstrates strong time management skills with ability to multi-task and prioritize effectively.
Technical, Operations & Administration:
  • Adheres to reporting guidelines
  • Demonstrates industry knowledge and functional expertise or has a history of quickly learning new fields
  • Maintains FINRA and SEC compliance guidelines
Qualifications:
  • Associates degree in related field or equivalent experience highly preferred
  • Financial services industry experience a plus but not necessary
Compensation and Benefits:
  • Starting at $19.50/hr. with increases at 6 months to $21.63/hr. and one year to $24.03/hr. based on performance.
  • Opportunity to move to a hybrid schedule at 6 months based on performance.
  • PTO, 11 recognized holidays plus 2 floating holidays, medical/dental/vision, ST/LT disability, 401K with a company match

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