Client Service Associate

1 day ago


Columbus, Ohio, United States Windward Recruiting Full time
Client Service Associate

Windward Recruiting is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.

Key Responsibilities:
  • Communicate with clients via telephone, email, and in-person to address their needs and concerns in a timely and professional manner.
  • Develop expertise in account opening, money movement, account linking, investment strategy implementation, and other client service-related tasks.
  • Perform basic administrative and clerical duties, including compiling and updating necessary documents, organizing portfolio reviews, obtaining and processing client information, and updating the CRM.
  • Onboard and prioritize new clients.
  • Demonstrate expert knowledge of the products and services offered.
  • Ensure compliance with specifications and regulations and work according to set standards and operating procedures.
  • Collaborate with internal teammates, third-party resource partners, and custodians for efficient and thorough client planning.
  • Seek assistance and report challenges to upper management.
Requirements:
  • 5+ years of experience in financial services, preferably in Private Client Wealth Management, and/or RIA firms.
  • Bachelor's degree in financial services, and/or relevant field.
  • Previous experience with Schwab or Fidelity is required.
  • Desire to work in a fast-paced, entrepreneurial, team-focused, and results-oriented environment.
  • Experience in a client-facing role, proficiency with onboarding new relationships, and ongoing servicing of client relationships a plus.
  • Strong orientation to technology with the ability to learn quickly and work with various platforms.
  • Detailed-oriented and sound organizational skills, with strong oral and written communication skills.
  • Comfortable working independently and directly with other members to support Senior Advisors and focus on the growth of the business and results for the clients.


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