Client Service Associate

4 weeks ago

Chico, United States Retirement Security Centers Full time

About Us

Retirement Security Centers is a comprehensive wealth management practice in Chico, CA. Over the years, we have helped our clients achieve what is important to them. We take a family officestyle approach and are experienced in addressing a broad range of sophisticated financial needs, delivering strategies for the diversification of assets, tax minimization, estate planning, and other long-term wealth management objectives. We work with our clients one-on-one, offering highly personalized services to manage their assets, protect their legacies, and transition their wealth to future generations. Our mission is to provide our clients with greater financial security and confidence to help put their dreams and goals within reach.

The Position

We are looking to expand our experienced team by hiring a part-time Client Services Associate. The Client Services Associate fulfills a key position within our practice by supporting all aspects of the client experience and working closely with our advisors and external partners to formulate solutions for our clients. The person in this role is focused on firm operations through direct client interaction and behind the scenes coordination with other team members to deliver premium client service.

Responsibilities

Client Service

  • Act as the primary contact for client service questions and problem resolution, working seamlessly with internal and external partners and escalating items as necessary
  • Handle client service requests, including account maintenance requests, money movement (check requests, withdrawals, transfers, etc.), and account inquiries
  • Provide clients with technology assistance and training as needed in client meetings as needed
  • Participate in client meetings as needed

Administrative Support

  • Track all client updates and interactions in CRM (Client Relationship Management), as well as assign and complete client-related tasks in CRM
  • Prepare client review materials and ensure that data required for review is accurate
  • Manage client Required Minimum Distribution report
  • Maintain physical and electronic client files
  • Support general administrative needs, as necessary

Operations

  • Prepare paperwork for client transactions, including, but not limited to, opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, etc.
  • Monitor, prepare, and process IRA, CRT, and other distributions
  • Update processes and procedures related to the Client Service Associate position
  • Work with the team to address workflow issues, making suggestions for improvement to their systems and process, as needed

Education, Skills, and Experience

  • Proficient in Microsoft Office, Excel, and PowerPoint
  • Strong oral and written communication skills
  • Ability to prioritize and manage competing priorities
  • Strong interpersonal, problem-solving, and teamwork skills
  • Attention to detail

Candidates must possess a professional and approachable demeanor and the ability to handle conflicting priorities. The skill sets required for this position include interpersonal, oral, and written communication, strong technology acumen, spelling and grammar, and planning and organizational skills.

To Apply

Please email your resume and cover letter to:

Kelly.jordan@RSCenters.com

This financial planner is a registered representative of Lincoln Financial Advisors Corp.. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Insurance is offered through Lincoln affiliates and other fine companies.

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