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Customer Support Associate

2 months ago

ChampssurYonne, Bourgogne-Franche-Comté, United States Threadneedle group Full time

Are you ready to elevate your career in the financial services sector? Our team at Threadneedle Group is expanding, and we are seeking a dedicated Client Service Associate to become a vital member of our operations team. The Client Service Associate (CSA) plays a crucial role in supporting advisors and branch operations, utilizing the client relationship model and comprehensive tools.

Key Responsibilities:

  • Assist advisors in managing client relationships, including the preparation of financial strategies, conducting investment analysis, and executing transactions as directed by the advisor.
  • Organize and summarize client meetings by scheduling appointments, entering data into our contact management system, developing meeting agendas, and ensuring timely follow-up.
  • Facilitate the submission of new business documentation efficiently, which encompasses preparing necessary forms, obtaining required signatures, tracking insurance applications, and coordinating account rollovers.
  • Coordinate marketing initiatives, including event organization, vendor communication, finalizing event logistics, and managing compliance documentation.
  • Perform general administrative tasks such as answering phones, processing expense reports, preparing client correspondence, and supporting various operational needs.

Required Qualifications:

  • Associate degree or equivalent experience.
  • 3-5 years of relevant experience in a client service role.
  • Detail-oriented with strong analytical and mathematical skills.
  • Excellent organizational and time management abilities.
  • Able to handle multiple priorities and work independently with minimal supervision.
  • Effective communication skills across all organizational levels.
  • Proficient in computer and software applications.

About Threadneedle Group:

We are a prominent leader in financial services, managing over $1 trillion in assets. Our diverse team of professionals operates in multiple countries, providing expert advice and asset management to millions of clients, including individuals, small businesses, and institutions.

At Threadneedle Group, we are committed to fostering meaningful careers, investing in our future, and making a positive impact on our clients and communities.

Threadneedle Group is an equal opportunity employer, considering 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.