Client Service Associate

• Serve as the point of contact for clients, responding promptly to inquiries via email and telephone during business hours, ensuring excellent customer service and satisfaction.
• Provide back-office investment operations support to financial advisors and their clients via a Salesforce tasking process which may include:
  • Open new accounts
  • Money movement requests
  • Account transfer submission
  • Address changes
  • Client distributions and RMD’s
  • Client contributions and deposit
  • General service requests
  • Insurance and annuity service requests
• Work closely with custodial firms including Schwab and PKS
• Handle office administrative tasks including but not limited to opening, sorting, and scanning physical mail as needed
• Assist advisors in preparing for client reviews by creating agendas, compiling notes and digital files from prior meetings, and ensuring that online accounts are accurate and up to date
• Coordinate with different internal groups to ensure smooth functioning of various processes
• Document and track tasks to completion
• Identify efficiency opportunities

• College degree

• Self-starter and motivated to learn
• Familiar and competent in the Windows suite of programs
• Embraces working on a team
• Strong communication with clients both verbally and written
• Familiarity with Salesforce preferred
• Knowledge of custodial platforms (not required)
• Industry licensing (not required)

xIsv5AdxpH