Senior Client Service Associate

7 days ago

Grand Blanc, Michigan, United States TalentLink Solutions Full time
Job Description

We are seeking a highly skilled and experienced Senior Client Service Associate to join our team at TalentLink Solutions. As a key member of our operations team, you will play a pivotal role in shaping our firm's operational strategies and processes.

Responsibilities:

  • Prepare investment and insurance account paperwork and manage the transfer of assets
  • Respond promptly to client service requests, troubleshoot service issues, and provide effective solutions
  • Assume cashiering function with custodians, ensuring accurate and efficient financial transaction processing
  • Manage the life insurance and/or annuity process; application, design, scheduling exams, providing additional documentation, getting the policy finalized and delivered
  • Interface with custodians to complete new account applications and various account maintenance items, process cash and securities transactions, follow up as needed
  • Prepare, organize, coordinate, and maintain all client paperwork and electronic files in their respective folders and our client portal; ability to work with clients and colleagues on sharing documents
  • Update and maintain client status and information within CRM and all internal systems and reports
  • Schedule client meetings, maintain calendar, and coordinate scheduling internally and externally; monitor client meeting frequency
  • 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
  • Track, process, and support clients through the RMD process
  • Proactively communicate with clients other advisors, providing updates and addressing concerns
  • Conduct research, prioritize issues, and follow up on incoming inquiries
  • Collaborate with the founder and the team in various areas, including marketing, human resources, events, etc.

Requirements:

  • Bachelor's degree highly preferred, or equivalent work experience
  • Minimum of 5 years of progressive client service and operations experience in investment management, financial planning and insurance
  • Demonstrated excellence in optimizing operational processes and delivering exceptional client service
  • Investment advisory compliance exposure, direct federal and/or state regulatory experience preferred
  • Solid understanding of investment and financial planning management concepts
  • Familiarity with Wealthbox, Asset-Map, Holistaplan or similar softwares preferred
  • Advanced level proficiency in Microsoft Office
  • Apple-conversant highly preferred
  • Experience working with Schwab as custodian preferred
  • Self-motivated and capable of working independently while thriving in a collaborative team environment
  • Strong desire to contribute to key business decisions and provide valuable insights
  • Reliable, responsible, and detail-oriented with exceptional organizational skills
  • Outstanding communication skills, both verbal and written

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