Client Services Representative

2 weeks ago

Doylestown, United States Atlantic Group Full time

We're looking for an experienced Client Services professional to join our client's wealth management firm in Doylestown. This is a hybrid role.


Job Description:


Key Responsibilities:

  • Client Experience - Contribute to and help shape the delivery of premier service that meets or exceeds client expectations. Assist with addressing clients' problems, questions and concerns with accuracy, thoroughness, and within specified time frames. Over time, develop a deep understanding of industry products, practices and services and use this knowledge to continually enhance the level of service to clients as well as the operational effectiveness of the business. Monitor and continually be aware of how our current processes are meeting our standards of excellence, identifying areas in need of enhancement, and making suggestions to ensure we are deploying best practices in our overall service delivery.
  • Meeting Preparation & Follow-up – Contribute to preparing Wealth Advisors for meetings including completing forms/paperwork, assembling required data & performance reports, presentations, financial plans and investment reviews or recommendations in accordance with our meeting preparation process and organized well in advance of client meetings. Responsible for follow-up on assigned action items that result from client meetings and ensuring they are updated in our CRM workflow system.
  • Investment Implementation & New Accounts – Prepare necessary paperwork, review all documents, obtain client signatures to open new accounts, complete account transfers, and shepherd through the necessary channels for approval and account opening/underwriting. Track and manage account funding process including all transfers and rollovers.
  • Account Maintenance – Initiate and follow through on distributions & deposits, change of address, 401K rollovers, estate administration processing, registration changes, RMD monitoring, and other account matters.
  • Workflow Tracking - Assist with monitoring workflow and maintaining reports relating to task assignment and completion. Use of CRM system to manage and monitor status of tasks.
  • Problem Resolution - Proactively resolve client concerns and issues in a professional and efficient manner. Collaborate with other team members to address complex client matters.
  • Compliance – Ensure compliance with internal and government regulatory as part of our day -to-day operational practices.
  • Financial Planning - Work with our financial planning software (eMoney) entering data on client cases and learning how to navigate through the software, prepare reports, fix connection problems for clients and learn the extensive capabilities of this robust financial planning tool.
  • Investment Management - Assist with specific projects in the evaluation of a current portfolio, new portfolio construction and proposal development. Gather case background information and existing holdings to provide to third-party investment management partners. Assist with distribution strategies and implementation, including IRA distributions to meet Required Minimum Distributions (“RMD”).
  • Team Collaboration: Collaborate with other team members and participate in team meetings contributing to overall team success.


Education and Skill Requirements:

  • 2-3 years previous work experience in the financial services industry or, ideally, in a similar or related role.
  • Bachelor’s degree, preferred in Business, Accounting, Economics or Finance preferred. GPA considered in addition to work experience.
  • Strong technology proficiency with Microsoft Suite (Excel, Word), databases, and ability to learn quickly, including our CRM database, financial planning software, performance and account aggregation applications, investment and custodial platforms and portfolio management software.

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