Client Service Manager
3 weeks ago
Job Title: Senior Client Service Associate
About the RoleTalentLink Solutions is seeking a highly organized and detail-oriented Senior Client Service Associate to join our team. This role will be responsible for supporting our advisors, clients, and continued growth by ensuring smooth firm-wide operations centered on client service.
Key Responsibilities:- Facilitate and maintain ongoing client support, answering general inquiries, handling various client matters, researching, and resolving client service issues.
- Prepare required documents and provide administrative functions for family office clients.
- Act as the client point of contact for operational items, educate clients on account services and capabilities, onboard new relationships, and assist with disbursement assistance.
- Maintain team pipeline, track, report, and grow; manage team use of client service matrix, assemble, and deliver various reports on a weekly, monthly, quarterly, and one-off basis.
Requirements:
- Bachelor's degree highly preferred or equivalent work experience.
- Minimum 5 years of progressive client service and operations experience in investment management, financial planning, and insurance.
- FINRA licensing (Series 7, 65, 66) highly preferred; or ability to obtain.
- Excellent organizational skills, effective communication and interpersonal skills (written and verbal), outstanding attention to detail with accuracy and follow through.
Estimated Salary: $80,000-$110,000 per year, depending on experience. TalentLink Solutions offers a full benefits package and a hybrid office schedule to our team.
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