Client Service Associate

3 hours ago

Bloomfield Hills, Michigan, United States Savvy Talent Full time
Job Opportunity

Savvy Talent is seeking a highly organized and proactive Client Service Associate/Administrative Assistant to support one financial advisor remotely. This is a part-time, contract position requiring a strong knowledge of the Redtail CRM system and familiarity with the LPL Financial network.

Key Responsibilities:

  • Redtail CRM Administration:
    • Create and maintain workflows, activity templates, email templates, and automations
    • Ensure calendar tasks and activities are up to date, with nothing falling behind
    • Regular workflow and data maintenance, including reviewing and optimizing existing processes
    • Manage contact accuracy and send out blast emails
  • Client Services:
    • Handle client scheduling during surge months
    • Provide follow-up communications with clients and team members
    • Answer client calls and assist with their inquiries
    • Process payments through AdvicePay and manage MyRepChat interaction
    • Oversee account administration, including account openings
  • Compliance:
    • Submit, follow up, and gain approval for marketing and other materials
    • Ensure compliance by maintaining monthly correspondence and managing CRS forms
    • Keep ADV documents up to date for inclusion in new client packets
  • Administrative Support:
    • Manage calendar and appointment scheduling effectively
    • Organize and participate in team calls, one-on-one meetings, and client calls
    • Assist with email campaigns
    • Track and report on marketing campaign performance
    • Manage LinkedIn activities, including posts and invitations

Requirements:

  • Must be part of the LPL Financial network & have used the ClientWorks platform
  • 2+ years of experience in a similar role
  • Proficiency in Redtail CRM is required
  • Strong organizational skills and ability to manage multiple tasks simultaneously
  • Experience in client service, compliance, and administrative support
  • Familiarity with financial services industry terminology and practices
  • Ability to work independently and communicate effectively with team members and clients

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