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Client Service Associate

2 months ago

Cleveland, Ohio, United States Blueline Search Group Full time
{"title": "Client Service Associate", "description": "Job Description:

At Blueline Search Group, we are seeking a highly organized and client-focused Client Service Associate to support our top-performing team. The ideal candidate will possess a keen attention to detail, strong communication skills, and the ability to manage multiple tasks efficiently.

Key Responsibilities:
  • Client Interaction: Serve as the primary point of contact for clients, addressing inquiries and providing timely responses to ensure exceptional client satisfaction.
  • Administrative Support: Assist financial advisors in scheduling appointments with clients and investment partners, preparing documents, and managing client records.
  • Account Management: Process account openings, transfers, and maintenance, ensuring all client information is accurate and up-to-date.
  • Documentation: Prepare and review financial documents, reports, and presentations for client meetings, ensuring all materials are accurate and professionally presented.
  • Compliance: Ensure all client interactions and transactions comply with industry regulations and company policies.
  • Communication: Facilitate effective communication between client and the team, relaying information and updates as necessary.
  • Event Coordination: Assist the team in organizing client events, seminars, and ensuring all the logistical details are managed efficiently.
  • Problem Resolution: Address and resolve client issues and concerns promptly, escalating to the rest of the team when necessary.
  • Expense Management: Process the team's expenses in a timely manner, requesting any additional supporting documentation and ensuring all items are compliant and entered properly.
Qualifications:
  • Education: Bachelor's degree in Finance, Business Administration, or a related field is preferred.
  • Skills: Strong organizational and multitasking abilities, excellent verbal and written communication skills, proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), familiarity with financial software and CRM systems, high attention to detail and accuracy, ability to work collaboratively in a team environment.
  • Certifications: Series 7 and Series 66 licenses preferred.
Benefits:
  • Competitive salary and performance-based bonuses
  • Comprehensive health, dental, and vision insurance
  • 401(k) plan with company match
  • Opportunities for professional development and clear career advancement
  • Generous paid time off and holidays
  • Up to two remote (work from home) days per week
  • A supportive and collaborative work environment

Interested candidates are invited to submit a resume and cover letter detailing their qualifications and experience.

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