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Wealth Management Professional
2 months ago
Job Summary
Claire Myers Consulting is seeking a highly skilled and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.
Key Responsibilities
- Assist in the daily operations of our firm, ensuring seamless execution of client requests and tasks.
- Maintain a client-centered approach to doing business, prioritizing their needs and delivering tailored solutions.
- Manage and maintain our client relationship management (CRM) system, ensuring accurate and up-to-date information.
- Correspond with clients to complete new account opening documents, coordinate asset transfers, and document workflow throughout the process.
- Collaborate effectively with our 3rd party custodian to ensure timely and accurate processing of client transactions.
- Review client-submitted paperwork for completeness and accuracy, ensuring compliance with regulatory requirements.
- Contact and advise clients regarding late payments and other service-related issues, providing timely and effective solutions.
- Monitor account funding status, expediting any additional transfer requirements to ensure timely completion.
- Generate and review paperwork to be sent to clients, ensuring accuracy and compliance.
- Conduct rollover calls between clients and current 401(k) plan administrators, providing expert guidance and support.
- Answer and direct telephone calls as appropriate, providing exceptional customer service and support.
- Conduct office management tasks, including client meeting room setup, food orders, and office supply orders, ensuring a seamless and efficient work environment.
Requirements
- 3-5 years of wealth management industry experience, with a proven track record of delivering exceptional client service.
- Ability to anticipate client needs and leadership requirements, proactively addressing concerns and delivering tailored solutions.
- Client experience focus, with a strong understanding of client needs and preferences.
- Strong written and oral communication skills, with the ability to effectively communicate with clients and internal stakeholders.
- Excellent interpersonal skills, with the ability to work effectively in a team-oriented environment.
- Ability to adapt to change and work in a fast-paced professional environment, prioritizing tasks and managing multiple projects simultaneously.
- High attention to detail and strong organizational skills, with the ability to manage multiple tasks and deadlines.
- Proactive mindset, with the ability to anticipate and resolve issues, ensuring seamless execution of client requests and tasks.
- Familiarity with Microsoft Office Suite, especially Word, Outlook, Excel, and Adobe Acrobat, with the ability to learn new applications and software.
Compensation
- $65,000-75,000 base salary, plus discretionary bonus opportunity, benefits, and retirement plan.
