Senior Client Service Associate

21 hours ago


Cleveland, Ohio, United States Signature Estate & Investment Advisors, LLC Full time
Job Title: Senior Client Service Associate

At Signature Estate & Investment Advisors, LLC, we are seeking a highly skilled and experienced Senior Client Service Associate to join our Advisory Team. This is a critical role that requires a strong understanding of client needs and a passion for delivering exceptional service.

Key Responsibilities:

  • Provide exceptional client service and support to our Business Clients and Retail Wealth Clients
  • Assist with new business development, including tracking statistics and opening new accounts
  • Organize and manage portfolio reviews, prospect or closing meetings for clients
  • Perform account maintenance tasks, including opening new accounts, following through on transactions, and addressing client changes
  • Prepare client reports, letters, and other communications
  • Proactively resolve client inquiries and provide direct client contact
  • Schedule client meetings and participate in weekly staff and operations meetings
  • Troubleshoot problems and take initiative to streamline processes
  • Document tasks for the Operations Procedure Manual
  • Develop effective working relationships with colleagues and external clients

Requirements:

  • Bachelor's Degree from a four-year college or university
  • Minimum 1 year of experience in a related field, preferably in the financial services industry
  • Ability to obtain SIE and Series 7 licenses within 12 months of start date
  • Proficiency in computer software, including Excel, Order Processing Systems, Word, Outlook, PowerPoint, and CRM software

Competencies:

  • Diversity and inclusion
  • Ethics and integrity
  • Adaptability and flexibility
  • Analytical and problem-solving skills
  • Business acumen and customer service skills
  • Initiative and teamwork
  • Technical skills and written communication

About Us:

Signature Estate & Investment Advisors, LLC is a leading provider of investment and estate planning services. We are committed to delivering exceptional client service and building long-term relationships with our clients.



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