Client Service Associate
23 hours ago
Stratos Wealth Advisors is seeking a highly organized and detail-oriented Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our high-net-worth clients.
Key Responsibilities:- Serve as a primary point of contact for high-net-worth clients, addressing inquiries, requests, and concerns with professionalism and attentiveness.
- Build and maintain strong client relationships by understanding their financial objectives and preferences, and providing service with a friendly and positive attitude.
- Collaborate effectively with team members, contributing to a supportive, productive, and client-focused work environment.
- Proactively listen to clients and identify opportunities to add value to their experience, ensuring a pleasant interaction at every touchpoint.
- Manage client onboarding processes with precision, ensuring a smooth transition and a seamless experience for new clients.
- Execute client-directed trades with meticulous attention to detail and accuracy.
- Monitor client satisfaction, proactively gathering feedback and implementing improvements as needed.
- Take initiative in finding innovative solutions for account matters and sensitive client interactions.
- Organize and prioritize tasks efficiently to meet deadlines and maintain high standards of accuracy in all client service operations.
- Bachelor's degree
- 3+ years of experience in Financial Client Services, working with Financial Advisors
- Proven track record of building and maintaining strong client relationships with a client-focused, positive attitude
- Exceptional organizational skills and extreme attention to detail, ensuring accuracy in all client interactions and tasks
- Excellent communication, interpersonal, and problem-solving skills, with the ability to work effectively as part of a team
- Knowledge of investment products, financial markets, and industry regulations
- Ability to manage multiple tasks efficiently in a fast-paced environment while maintaining a friendly, upbeat demeanor
We offer a competitive salary plus bonus structure; generous PTO policy, health, dental and other ancillary benefits including retirement plan matching.
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