Senior Client Service Associate

2 weeks ago


Cleveland, Ohio, United States Signature Estate & Investment Advisors, LLC Full time
Job Summary

This role supports the advisor with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This involves assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients.

Key Responsibilities
  • Responsible for many aspects of administration and client service for Business Clients and Retail Wealth Clients
  • Responsible for New Business (tracking statistics, open new accounts)
  • Organize and Manage Portfolio Review, Prospect or Closing Meeting Process for Clients
  • Account Maintenance (opening new accounts, follow through, managing transactions, address changes, etc.)
  • Prepare paperwork, letters, client reports and other client communications.
  • Proactive and immediate resolution of client inquiries – direct client contact
  • Scheduling client meetings
  • Participation in weekly Staff and Operations Meetings
  • Troubleshoot problems
  • Responsible for designing your own, independent workflow and tracking tasks in CRM
  • Expectation of initiative to look for ways to streamline processes in order for the firm to be more efficient as a whole.
  • Responsible to document your tasks for the Operations Procedure Manual (screen shots with clear, concise instructions)
  • Effective communication with both internal and external contacts including prospects and clients.
  • Establish working relationships with colleagues and external clients.
  • Critical position for the success of the team.
  • Handle a variety of tasks and provide connection between advice across all areas of the firm.
Requirements
  • Bachelor's Degree (BA) from four-year college or university.
  • Minimum 1 year of experience in the related field preferred.
  • Must obtain SIE and Series 7 licenses within 12 month from the start date.
  • Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software.


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