Senior Client Service Associate

7 days ago


Arlington, Virginia, United States Transcend Practice Management Full time
Senior Client Service Associate

We are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our wealth management advisory firm, you will be responsible for delivering exceptional client service and support to our clients and advisors.

Key Responsibilities:
  • Directly liaise with clients to understand their concerns and needs, ensuring timely and effective resolution.
  • Onboard new clients, ensuring completeness and accuracy of client records, and scheduling client meetings and reviews with advisors.
  • Enhance client relationships through outstanding service, proactive identification of opportunities to add value, and prioritization of Principals' time and initiatives.
  • Manage technology for Principals' brand and reputation via social media, and maintain updated client information in the CRM system.
  • Build and maintain key relationships, track and nurture key stakeholders and clients, and ensure accuracy and effectiveness of data.
Requirements:
  • BS/BA required, with 4-6 years' experience in the financial services industry.
  • Minimum 2 years' experience in client service administration, with detail-oriented, efficient time management, and organizational skills.
  • Superior interpersonal, oral, and written communications skills, with an extraordinary client service orientation.
  • Ability to handle multiple tasks and operate within tight deadlines, with proficiency in computer-based programs and CRM's.

We offer opportunities for continued growth and advancement, and a commitment to delivering high-quality, high-touch experiences to our clients. If you are a results-driven and passionate individual with a client-first approach, we encourage you to apply.



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