Client Service Specialist
3 days ago
At BCI - Brokerage Consultants Inc, we are seeking a highly skilled Client Service Associate to join our dynamic team. As a key member of our client service team, you will play a vital role in delivering exceptional service to our clients and supporting our Financial Advisors in their daily operations.
Key Responsibilities:- Relationship Management: Develop and maintain strong relationships with clients, providing comprehensive education on account services and capabilities, and gathering necessary documentation for new accounts and services.
- Wealth Strategy: Compile financial profile data to facilitate discussions on wealth strategies, utilizing eMoney and other relevant software to generate potential solution options.
- Investment Solutions: Enter orders into the designated system, complete necessary paperwork for registered transactions, and review branch reports and alerts on a daily basis.
- Practice Management: Ensure contact management systems are kept current with key client information, furnish the team with an updated calendar, and demonstrate proficiency in risk awareness and regulatory knowledge.
- Talent Management: Take initiative to enhance personal development, effectively communicate development needs to relevant stakeholders, and support the onboarding process for new members joining the firm.
- 1-5 years of client service experience
- Series 7 and Series 66 preferred, or willingness to acquire
- College Degree preferred
- Excellent written and verbal communication skills
- Strong organizational skills with meticulous attention to detail
- Exemplary interpersonal skills, demonstrating professionalism, courtesy, and patience
- Ability to thrive in a fast-paced environment
- Exceptional multitasking and time-management capabilities
- Experience with Microsoft Office Suite (Word, Excel)
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