Client Service Associate
3 weeks ago
The Client Service Associate plays a vital role in our firm, providing exceptional support to our clients and advisors. This position requires a high level of organization, attention to detail, and excellent communication skills. If you are a motivated and detail-oriented individual who is passionate about delivering outstanding client service, we encourage you to apply.
Key Responsibilities- Provide exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner.
- Manage client relationships, building strong rapport and trust with clients through regular communication and follow-up.
- Assist advisors with client onboarding, account maintenance, and other administrative tasks.
- Process client transactions, including withdrawals, transfers, and other financial activities.
- Prepare and distribute marketing materials, including brochures, flyers, and other promotional materials.
- Organize and maintain client paperwork, ensuring accurate and up-to-date records.
- Coordinate with team members to complete and process new accounts, ensuring timely and efficient service.
- Bachelor's degree preferred; high school diploma with more than 2 years' experience considered.
- 2+ years' experience supporting one or more financial advisors required.
- Series 7 preferred.
- Highly organized, with an absolute attention to detail.
- Excellent follow-through and communication regarding status of open items.
- Client-first attitude: ability to interact with clients professionally and respond to clients in a timely manner.
- Editing and writing skills to initiate, compose, format, proofread, and carefully edit various professional business documents and correspondence.
- Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions.
- Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issues.
- Intermediate or higher computer skills and experience in using Microsoft Office suite, email, internet, databases, and other standard office desktop applications.
- Ability to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions, and suggest alternative solutions.
- 4-day work week, Monday-Thursday, preferred schedule of 9am-5pm.
- 12 days Paid Time Off.
- Bonus - discretionary, performance-based bonus opportunity.
- Professional Growth - securities licensing, conference participation, educational meetings, and more.
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