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Client Service Associate

2 months ago

St Louis MO USA, United States BUCKINGHAM STRATEGIC WEALTH LLC Full time
Job Summary

Buckingham Strategic Wealth LLC is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional support to our clients and internal teams.

Key Responsibilities
  • Client Support: Provide timely and accurate delivery of client requests, ensuring seamless communication and exceptional client experience.
  • Team Collaboration: Collaborate with colleagues across departments to achieve shared objectives and foster a supportive and collaborative work environment.
  • Process Monitoring: Monitor and track processing requests to ensure accuracy and timely completion.
  • Alert Management: Stay vigilant of alerts from custodians and ensure timely dissemination to relevant teams.
  • Data Entry: Enter essential data into core systems, ensuring accuracy and attention to detail.
  • Communication: Exhibit effective written and verbal communication skills, both internally and externally.
  • Adaptability: Demonstrate flexibility and adaptability in a fast-paced environment, with occasional overtime required.
Requirements
  • Education: Associate Degree
  • Experience: 1+ years working in a Client Service type role
What We Offer

Buckingham Strategic Wealth LLC offers a competitive benefits package, including medical and dental insurance, life insurance, and 401(k) plan. We also offer paid time off, tuition reimbursement, and a supportive work environment.