Client Service Associate

7 days ago


Zelienople, Pennsylvania, United States TalentLink Solutions Full time
Job Title: Client Service Associate

We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TalentLink Solutions. As a key member of our operations team, you will play a critical role in supporting our advisors and clients, ensuring seamless service delivery and driving business growth.

Key Responsibilities:
  • Prepare and manage investment and insurance account paperwork, ensuring accuracy and efficiency.
  • Respond promptly to client service requests, troubleshoot issues, and provide effective solutions.
  • Assume cashiering functions with custodians, ensuring accurate and efficient financial transaction processing.
  • Manage the annuity insurance process, from obtaining illustrations to finalizing policies.
  • Interface with custodians to complete new account applications and maintenance items, process cash and securities transactions, and follow up as needed.
  • Prepare materials for client meetings and ensure paperwork is complete and accurate.
  • Update and maintain client status and information within CRM and internal systems.
  • Monitor workflows for client service and business operations tasks.
  • Proactively communicate with advisors, providing updates and addressing concerns.
  • Conduct research, prioritize issues, and follow up on client and account activities.
  • Provide exceptional support for client inquiries via incoming calls and email.
Requirements:
  • Bachelor's degree highly preferred, or equivalent work experience.
  • Minimum of 2 years of progressive administrative experience, with client service and operations experience in investment management or financial planning preferred.
  • Demonstrated excellence in optimizing operational processes and delivering exceptional client service.
  • Advanced level proficiency in Microsoft Office.
  • Self-motivated and capable of working independently while thriving in a collaborative team environment.
  • Strong desire to contribute to key business decisions and provide valuable insights.
  • Reliable, responsible, and detail-oriented with exceptional organizational skills.
  • Outstanding communication skills, both verbal and written.
What We Offer:
  • Full-time position with a competitive salary and benefits, including medical, dental, vision insurance, STD, LTD, and 401K.


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