Client Service Specialist

3 days ago


Nashville, Tennessee, United States BCI - Brokerage Consultants Inc Full time
Client Service Associate

At BCI - Brokerage Consultants Inc, we are seeking a highly skilled Client Service Associate to join our dynamic team. As a Client Service Associate, you will play a vital role in enriching the client experience through effective client service and operational assistance to our Financial Advisors and the team.

You will engage with clients and potential clients, anticipate their requirements, address their concerns, and ensure exceptional service delivery. Additionally, you will undertake administrative tasks to support our team in their daily operations and drive firm-wide initiatives forward.

Key Responsibilities:Relationship Management
  • Provide comprehensive education to clients regarding account services and capabilities.
  • Gather necessary documentation required for the establishment of new accounts and services.
  • Utilize a variety of communication channels to maintain regular contact with clients.
  • Efficiently handle and process account service requests while ensuring all documentation is accurate and complete.
Wealth Strategy
  • Compile financial profile data to facilitate discussions on wealth strategies.
  • Utilize eMoney and other relevant software to generate potential solution options.
Investment Solutions
  • Enter orders into the designated system and complete necessary paperwork for registered transactions.
  • Utilize expertise as a registered representative to identify suitable trade activities that align with the portfolio strategy and facilitate fund raising for cashiering activities.
  • Review branch reports and alerts on a daily basis, taking appropriate actions as needed.
Practice Management
  • Ensure contact management systems are kept current with key client information.
  • Furnish the team with an updated calendar outlining daily, weekly, and monthly activities.
  • Demonstrate proficiency in risk awareness and regulatory knowledge.
Talent Management
  • Take initiative to enhance personal development by consistently improving knowledge, skills, and credentials.
  • Effectively communicate development needs to relevant stakeholders.
  • Support the onboarding process for new members joining the firm.

Requirements:

  • 1-5 years of client service experience.
  • Series 7 and Series 66 preferred, or willingness to acquire.
  • College Degree preferred.
  • Excellent written and verbal communication skills.
  • Strong organizational skills with meticulous attention to detail.
  • Exemplary interpersonal skills, demonstrating professionalism, courtesy, and patience.
  • Ability to thrive in a fast-paced environment.
  • Exceptional multitasking and time-management capabilities.
  • Experience with Microsoft Office Suite (Word, Excel).


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