Client Services Associate

Client Services Associate (Wealth Management) Summary The Client Services Associate (CSA) is a vital part of the daily operations team, supporting the client servicing needs of a team of Financial Advisors. This hands?on, task?driven position focuses on accuracy, timeliness, and responsiveness. The CSA manages routine paperwork processing, tracks service requests, maintains data integrity, and ensures a consistent and professional client experience. Responsibilities Monitor and manage inbound client service requests, ensuring timely responses or appropriate escalations. Follow up on client service tasks such as fund transfers, address changes, and beneficiary updates to ensure seamless execution. Maintain accurate and up?to?date client records in the Client Relationship Management (CRM) system, ensuring all contact and household information is current. Prepare and submit new account forms, transfer paperwork, and other required documents with precision. Review all submitted paperwork for completeness and accuracy before submission, minimizing errors. Track the progress of submitted forms and proactively follow up on any missing or rejected items (NIGOs). Maintain organized task lists and service workflows for assigned advisors, ensuring nothing falls through the cracks. Confirm completion of tasks and resolve any outstanding service items promptly, especially those that are time?sensitive, such as Required Minimum Distributions (RMDs) and tax documents. Coordinate routine service tasks directly with assigned advisors. Organize and prioritize daily and weekly workloads based on advisor needs and client urgency. Support advisor?specific procedures and service models while ensuring consistency with firm standards. Identify frequent service issues and recommend improvements to standard workflows. Assist with documenting advisor?specific preferences and procedures. Collaborate with other CSAs and team members to cross?train and share best practices. Ensure In?Good?Order paperwork submission. Process routine service tasks on the same day. Provide weekly scheduled advisor updates on outstanding service items. Update and manage CRM data for assigned clients. Receive positive feedback from advisors and clients. Requirements Preferred: Bachelors degree or equivalent work experience in banking, financial services, business administration, or a related field. 13 years of experience in a similar role within the financial services industry. Familiarity with financial concepts, investment products, and financial planning principles. Proficiency with financial software and tools, including portfolio management systems and CRM software. Proficiency with basic computer skills and Microsoft Office. Exceptional organizational skills and the ability to manage multiple tasks and prioritize effectively. Excellent attention to detail and accuracy in data entry and record?keeping. Outstanding communication skills, both verbal and written, to interact professionally with clients and team members. Strong analytical and problem?solving abilities. High level of professionalism and integrity in handling sensitive client information. Ability to work independently as well as collaboratively in a team?oriented environment. Knowledge of relevant regulatory frameworks and compliance procedures. Hold or be able to obtain SIE, Series?7, and Series?66 licenses within 24?months. Physical: Ability to travel if required, work under stress and meet deadlines, interpret documents, sit at a desk and work on a computer for prolonged periods, lift/move/carry approximately 15?pounds if required; accommodate as necessary. Essential Mental & Physical Requirements Ability to travel if required. Ability to work under stress and meet deadlines. Ability to read and interpret documents. Prolonged periods of sitting at a desk and working on a computer. Ability to lift/move/carry approximately 15?pounds if required; accommodations can be provided. Gulf Coast Bank & Trust Company and its subsidiaries are committed to a diverse and inclusive workforce. We are dedicated to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, or any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company. #J-18808-Ljbffr