Client Service Associate

4 days ago

Coral Gables, Florida, United States Threadneedle group Full time
About the Role

We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Threadneedle Group. As a Client Service Associate, you will play a critical role in providing exceptional support to our financial advisors, helping them to deliver top-notch service to our clients.

Key Responsibilities
  • Client Support: Assist financial advisors in servicing clients, including preparing financial plans, conducting investment research, and completing trades and transactions.
  • Meeting Preparation: Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, and escorting clients to advisor meetings.
  • New Business Processing: Ensure new business paperwork is submitted efficiently, including preparation of forms and documentation for submission to the home office, acquisition of appropriate signatures, tracking of new insurance applications, and coordination of rollovers.
  • Marketing Events: Coordinate marketing events, including organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation, and managing event marketing reimbursement.
  • Administrative Support: Provide general administrative duties, such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Requirements
  • Education: Bachelor's degree or equivalent.
  • Experience: 3-5 years of relevant experience required.
  • Professional Certifications: Series 7 or ability to obtain within 150 days, state securities agent registration (S63 or S66) or ability to obtain within 150 days.
  • Skills: Detail-oriented, strong math and analytical skills, good organization and time management skills, able to manage multiple priorities and prioritize effectively, able to independently work with minimal direct supervision, able to communicate with all levels within the organization, process-oriented and able to work with a team, strong computer and software skills.
About Our Company

Threadneedle Group is a diversified financial services leader with a strong focus on delivering exceptional client service. We are committed to fostering meaningful careers, investing in the future, and making a positive impact on our clients, institutions, and communities around the world.

We are an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law.

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