Senior Client Service Associate
3 weeks ago
Estimated Salary: $80,000 - $110,000 per year.
About the Role:In this exciting opportunity, you will have the chance to work with a leading national registered wealth management and institutional consulting firm. As a Senior Client Service Associate, you will be responsible for supporting clients and advisors by executing routine administrative tasks and handling client requests.
Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. You will also ensure CRM data accuracy and help with client follow-up and meeting preparations.
This role requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. Additionally, you will learn about investment products and improve internal processes under supervision.
- Lead process improvements initiatives for client services associates.
- Coordinate colleague coverage in the office and for advisors.
- Frequent custodian interaction & paperwork processing.
- Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
- Schedule client meetings.
- Basic preparation and follow-up for client meetings.
- Prepare client forms and financial reports in advance of client meetings.
- Develop knowledge of investment accounts, products, and the forms required to transact business.
- Assist with internal coordination across departments to ensure tasks/ follow-up is completed in a timely manner.
- Responsible for cash transfers, wires, data maintenance, reporting, and trading as needed.
- Ongoing maintenance and quality control of CRM.
- Organize advisory team meetings and events.
- Receive client calls and resolve questions/issues as needed.
- Execute client appreciation and retention activities.
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