Senior Client Service Associate

6 days ago

Indianapolis, Indiana, United States TalentLink Solutions Full time
Job Title: Senior Client Service Associate

We are seeking a highly skilled and experienced Senior 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 delivering exceptional client service and supporting our advisors in their work with clients.

Key Responsibilities:
  • Provide personalized support to clients, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Prepare and manage client account paperwork, including investment account documents and transfer of assets.
  • Assume cashiering function with custodians, ensuring accurate and efficient financial transaction processing.
  • Interface with custodians to complete new account applications and various account maintenance items.
  • Manage death claim process, working with advisory team, custodians, and beneficiaries to get new accounts structured and funds distributed appropriately and timely.
  • Manage periodic contribution/distribution process, leveraging an existing Excel spreadsheet to determine appropriate buys/sells.
  • Proactively communicate with advisory team, providing updates and addressing concerns, as well as helping them to stay current on open tasks.
  • Work closely with clients on outstanding items, providing support, guidance, and gentle reminders when needed.
  • Conduct research, prioritize issues, and follow up on incoming inquiries.
  • Manage Required Minimum Distribution process, beginning in the summer to ensure all client data is current and RMD's are taken.
  • Update and maintain client status and information within CRM and all internal systems and reports.
  • Monitor and streamline workflows for client service and business operations tasks.
Requirements:
  • Bachelor's degree in business administration or related field highly preferred.
  • Minimum 2 years' experience with independent registered investment advisor or broker-dealer.
  • Minimum 2 years' experience in operations/client service role.
  • Has or willing to obtain FINRA licensing.
  • Excellent verbal and written communication skills.
  • Superior knowledge of financial services, including industry regulations and legislative guidelines.
  • Technology savvy, proficient with Microsoft Office and CRM systems (Redtail preferred) and can easily learn new software.
  • Client-focused mindset with a commitment to delivering exceptional service and responding to clients in a timely manner.
  • Excellent follow-through and communication regarding status of open items.
  • Highly organized, with an absolute attention to detail.
  • Editing and writing skills to initiate, compose, format, proofread, and carefully edit various professional business documents and correspondence.
  • Strong time management skills; Ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions.
  • Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issues.
  • Ability to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions, and suggest alternative solutions.
  • Open to feedback, driven to continually learn, improve, and grow themselves and the company.
  • Not afraid to make decisions and learn from mistakes; empowers others to make decisions.
  • Accomplished communicator able to express concerns, frustrations, have tough conversations, and provide honest feedback in a respectful manner, even when it's hard to give.
  • Respectful, loyal, excellent listener, honest, and inspires trust in others.
  • Ability to diagnose problems quickly and proactively determine creative solutions.
  • Organized, disciplined, excellent time management to prioritize many projects simultaneously.
  • Potential for leadership skills; training, delegating, and holding others accountable.

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