Client Service Associate

4 weeks ago

San Francisco, California, United States TalentLink Solutions Full time
Job Summary

We are seeking a highly organized and detail-oriented Client Service Associate to support our financial advisors and clients. The ideal candidate will have a strong working knowledge of industry software, systems, and processes, as well as excellent communication and interpersonal skills.

The Client Service Associate will be responsible for ensuring our clients receive the highest level of service and support. This includes communicating with clients, processing and following up on various client service items, coordinating with advisors and clients to complete and process new account paperwork, and interfacing with custodians to complete new account applications and various account maintenance items.

The successful candidate will be a proactive team player able to work in a fast-paced environment, with a strong ability to prioritize and coordinate multiple work assignments and deadlines efficiently. They will also be tech-savvy, with a strong ability to learn and apply new software systems quickly.

Key Responsibilities
  • Communicate with clients, process and follow up on various client service items
  • Coordinate with advisors and clients to complete and process new account paperwork
  • 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 all internal systems and reports
  • Prepare, organize, coordinate, and maintain all client paperwork
  • Research and prepare information needed for client meetings; documents, notes, reports, and presentation materials
  • Monitor and streamline workflows for client service and business operations tasks
  • Answer, screen, and route phone calls, assisting client directly or taking messages for other team members as appropriate
  • Deliver superior client service - troubleshoot problems and serve as liaison between Advisor and Client as needed
  • Schedule client meetings, maintain calendar, and coordinate scheduling internally and externally; monitor client meeting frequency
  • Communicate with the custodian (Schwab) and external partners
  • Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
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 or similar setting
  • A commitment to excellence; detail-oriented, client-focused, and highly organized
  • Tech-savvy and highly proficient in Microsoft Office suite; 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; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues
  • Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions
  • Proactive team player able to work in a fast-paced environment

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