Senior Client Service Associate

7 days ago

Cleveland, OH, United States Signature Estate & Investment Advisors, LLC Full time
Base Pay Range

$50,000.00/yr - $75,000.00/yr

Additional Compensation
  • Annual Bonus
SUMMARY:

This position supports the lead advisor with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients.

DUTIES AND RESPONSIBILITIES:
  • Responsible for many aspects of administration and client service for Business Clients and Retail Wealth Clients.
  • Responsible for New Business (tracking statistics, open new accounts).
  • Organize and Manage Portfolio Review, Prospect or Closing Meeting Process for Clients
  • Account Maintenance (opening new accounts, follow-through, managing transactions, address changes, etc.).
  • Prepare paperwork, letters, client reports and other client communications.
  • Proactive and immediate resolution of client inquiries direct client contact.
  • Participation in weekly Staff and Operations Meetings.
  • Responsible for designing workflow and tracking tasks in CRM.
  • Expectation of initiative to look for ways to streamline processes for the branch to be more efficient.
  • Responsible for documenting your tasks for the Operations Procedure Manual (screen shots with clear, concise instructions).
  • Effective communication with both internal and external contacts including prospects and clients.
  • Establish working relationships with colleagues and external clients.
  • Handle a variety of tasks and provide seamless connection between clients and advisor processes.
QUALIFICATIONS:
  • Bachelor's Degree (BA) from four-year college or university.
  • Minimum 3-5 years of experience in the related field preferred.
  • Preferred FINRA licenses Series 7 and 66.
  • Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software (Salesforce preferred).
BENEFITS:
  • Employee medical: With SEIA and employee contributions
  • Employee dental, vision and life insurance: Fully paid by SEIA
  • Dependent medical, dental and vision: Employee paid options
  • Paid Time Off (PTO)
  • Holiday Pay
  • 401k with generous match and immediate full vesting
  • Employee Assistance Program (EAP) and discounts
  • Opportunity to work and grow with a collaborative and entrepreneurial team

Seniority Level

Mid?Senior level

Employment Type

Full?time

Job Function

Administrative and Customer Service

Industries

Financial Services and Investment Advice

Location

Cleveland, OH

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