Lead Client Service Specialist
2 months ago
TalentLink Solutions is an innovative and expanding Registered Investment Advisor (RIA) seeking to enhance our operational team. We are looking for a dedicated professional who can manage multiple responsibilities, allowing our leadership to concentrate on strategic growth initiatives. This position is fully remote, offering flexibility to work from anywhere in the United States.
As a Senior Client Service Associate, you will be instrumental in refining our operational strategies and ensuring seamless service delivery to our clients. Your role will encompass a variety of tasks, including account management, client communications, and business operations. You will take charge of essential functions such as setting up new accounts, addressing service inquiries, scheduling appointments, and managing communications, ensuring that each task is completed efficiently.
Key Responsibilities:
- Prepare and manage documentation for investment and insurance accounts, facilitating asset transfers.
- Respond to client service inquiries promptly, resolving issues and providing effective solutions.
- Oversee financial transaction processing, ensuring accuracy and efficiency in cashiering functions.
- Manage the life insurance and annuity processes, from application to policy delivery.
- Collaborate with custodians to complete new account applications and maintain account integrity.
- Organize and maintain client documentation and electronic files, ensuring easy access and sharing.
- Update client information in CRM systems and maintain accurate records.
- Coordinate client meetings, manage calendars, and monitor meeting frequency.
- Research and prepare materials for client meetings, including reports and presentations.
- Streamline workflows to enhance client service and operational efficiency.
- Support clients through the Required Minimum Distribution (RMD) process.
- Maintain proactive communication with clients and other advisors, providing updates and addressing concerns.
- Conduct research and prioritize issues to follow up on inquiries effectively.
- Collaborate with leadership and team members across various functions, including marketing and human resources.
Qualifications:
- Bachelor's degree preferred or equivalent professional experience.
- A minimum of 5 years of progressive experience in client service and operations within investment management or financial planning.
- Proven track record in optimizing operational processes and delivering outstanding client service.
- Exposure to investment advisory compliance and regulatory frameworks is advantageous.
- Strong understanding of investment and financial planning concepts.
- Familiarity with industry software such as Wealthbox, Asset-Map, or Holistaplan is preferred.
- Advanced proficiency in Microsoft Office applications.
- Self-motivated with the ability to work independently while thriving in a collaborative environment.
- Detail-oriented with exceptional organizational skills and a strong commitment to reliability.
- Excellent verbal and written communication skills.
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