Client Service Associate

2 weeks ago


Boca Raton, United States TalentLink Solutions Full time

We are a boutique wealth management firm, helping our clients achieve financial security, plan for and comfortably retire, and leave the legacy that's important to them. We are service-oriented, and our clients stay with us because of the relationships we build; our goal is to have a lifelong bond with our clients. We have a blended business and always do what is right for the client, including financial planning, retirement planning, estate planning, and investment management. No matter the phase of life; we are here to be our clients' advocate and guide as they navigate the complexities of life. We are a small, close team and that really cares about each other and the mission of taking care of our clientsIf you are an experienced Client Service Associate who wishes to work in a financial services firm where you can make an immediate contribution, then do not miss this great opportunity You will bring experience in executing the service needs of clients and in supporting advisors. This may include setting up new accounts, scheduling meetings, answering the phones, being a critical piece to the client experience, and many other things. This is an opportunity create, implement, and manage the operational aspects of a firm with wide latitude. You're an administrative pro who wants to be more and do more. You are organized and able to work independently while thoroughly enjoy being part of a team. You love organizing paper and projects and enjoy filling out forms meticulously. You're a go-getter when it comes to follow through and details rarely slip your grasp. You take immense pride in your work. Due to the nature of our industry, this is a full time, in office position.This position will support the office in in the following ways: Perform functions for the office including maintaining paper and electronic files, preparing recurring and ad hoc correspondence, running reports, answering telephones, scheduling appointments, copying materials, and all else that falls under the operations or administrative umbrellaPrepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to upload to home office, track new insurance applications and coordinate rolloversCorrespond with clients to complete new accounts, asset transfer, and other forms and resolve client service challenges in accordance with stated service levelsHandle routine matters for client accounts to include processing name and address changes, account applications, and bank authorizations, answering client questions via telephone and face to faceWork with the Founder to establish standards and set expectations for operational practices ensuring conformance with all FINRA and Broker Dealer rules and regulationsSpearhead the development, communication and implementation of service and client experience strategies and processesContact home office and product sponsors to resolve errors as neededPrepare and distribute marketing materials; experience with managing Facebook and LinkedIn accounts preferredResearch information needed for client meetings; prepare documents, notes, reports, and presentation materials as requestedMaintain compliance records, logs, and blottersAssist with other duties and founder-approved projects, research requests and follow-up items as assignedThe ideal candidate: College graduate highly preferred; or equivalent combination of work experience and education2+ years' experience supporting a financial advisor or similar settingHighly organized, with an absolute attention to detailExcellent follow-through and communication regarding status of open itemsClient-first attitude: ability to interact with clients professionally and respond to clients in a timely mannerEditing and writing skills to initiate, compose, format, proofread and carefully edit various professional business documents and correspondenceStrong time management skills; Ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptionsExcellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issuesBasic computer skills and experience in using Microsoft Office suite, email, internet, databases, and other standard office desktop applications including client relationship managementAbility to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutionsMust be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor; Final job offer is dependent on successful completion and approval by the broker/dealer firm



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