Client Service Associate
4 weeks ago
We are a leading financial planning practice in the San Francisco Financial District, seeking an experienced Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for delivering exceptional client service, ensuring seamless account management, and contributing to our continued growth.
Key Responsibilities:
- Communicate with clients on various service items, including general questions, applications, and withdrawal requests.
- Coordinate with advisors and clients to complete and process new account paperwork, transfers, and contributions.
- Interface with custodians to complete new account applications and various account maintenance items.
- Assume cashiering function with custodians, ensuring accurate and efficient financial transaction processing.
- Update and maintain client status and information within CRM and internal systems.
- Prepare and organize client paperwork, research, and prepare information needed for client meetings.
- Monitor and streamline workflows for client service and business operations tasks.
- Answer and screen phone calls, assisting clients directly or taking messages for other team members.
- Deliver superior client service, troubleshooting problems and serving as liaison between Advisor and Client as needed.
- Schedule client meetings, maintain calendar, and coordinate scheduling internally and externally.
Requirements:
- College graduate highly preferred, or equivalent work experience.
- 2+ years of financial services experience required, ideally in B/D or RIA environment supporting a financial advisor.
- A commitment to excellence, detail-oriented, client-focused, and highly organized.
- Tech-savvy and highly proficient in Microsoft Office suite, with strong ability to learn and apply new software systems quickly.
- Experience working with Schwab as custodian preferred.
- Superior phone skills, friendly and helpful in all interactions on the phone.
- Excellent interpersonal and communication skills, with ability to communicate in a pleasant, tactful, and effective manner.
- Strong time management skills, with ability to prioritize and coordinate multiple work assignments and deadlines efficiently.
About Us:
TalentLink Solutions is a dynamic and growing financial planning practice, committed to delivering exceptional client service and support. We are seeking a talented and experienced Client Service Associate to join our team and contribute to our continued growth and success.
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