Client Service Associate

3 days ago


Milwaukee, Wisconsin, United States Russell Investments Full time
About the Role

We are seeking a highly skilled and experienced Client Service Associate to join our team at Russell Investments. As a Client Service Associate, you will be the primary point of contact for existing and potential clients, providing exceptional client service and support for products within US Advisor & Intermediary Solutions (AIS).

Key Responsibilities
  • Client Support: Provide reactive and proactive client support, responding to fund-related questions and requests via inbound calls and the Russell website.
  • Account Management: Work with financial advisors, sponsors, and account administrators to coordinate the account opening process and transactions of Russell Personalized Managed Accounts (PMA).
  • Problem-Solving: Identify and solve reconciliation questions around PMA, and escalate operational, client service, and technical issues as necessary.
  • Communication: Professionally represent Russell Investments by promptly and accurately meeting the service needs of clients, vendors, and Russell Investments associates.
  • Documentation: Ensure all client requests, issues, resolutions, and other relevant information are documented in the CRM system to ensure open communication and effective reporting.
Requirements
  • FINRA Licenses: FINRA Series 7 and 63 & 65 (or 66) licenses preferred.
  • Education: Bachelor's degree.
  • Experience: One or more years of client service and financial industry experience, including experience in an operations-based financial environment. Mutual fund experience is preferred.
  • Skills: Superior telephone answering skills, including a high comfort level with working with customers to resolve issues over the telephone. Ability to thrive in a team environment, demonstrated outstanding client service and interpersonal skills, excellent listening, written, and verbal communication skills, and capacity to establish and manage a process under deadlines.
About Us

Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender, age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status, or any other characteristic protected by law.



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