Client Service Associate
Client Service Associate
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Job Description
At Capital Investment Advisors (CIA) we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a feeonly financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia Florida Colorado Texas and Arizona provide clients with a full range of financial advice. Since 1996 CIA has been providing financial strategy and management tailored to the clients individual circumstances and objectives.
Our tightknit team has a mix of financial advisors investment professionals customer service managers and associates operations specialists and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally and to making every CIA experience memorable.
Client Service Associate
We are looking for an experienced Client Service Associate to join our Tampa Florida team. This position requires a detailoriented selfmotivated team player who loves working directly with clients. Supporting up to three to four Investment Advisors the Client Service Associate is instrumental in facilitating a bestinclass client experience and keeping all internal processes on track.
A successful Client Service Associate is resourceful communicative and can anticipate the needs of their Advisors and clients. Uncompromising when it comes to following documented processes and compliance standards the Client Service Associate is a skilled problem solver who will thrive in a small but fastpaced growthoriented office where balancing competing priorities is a necessity.
This role is based in our Tampa office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Core Functions:
- Provide daily support to Advisors and their client base (wire requests new account openings personal information changes etc.
- Handle all inbound and outbound noninvestmentrelated client requests
- Initiate proactive client outreach to build strong relationships
- Own new client onboarding workflow in Salesforce and Black Diamond
- Maintain proper record keeping of client data in Salesforce
- Manage all appointment scheduling for prospects and clients
- Support Advisors in the prospect follow up process
- Participate in Operations special projects as needed
Qualifications & Skills:
- Bachelors degree from an accredited university
- 3 years of experience in a client facing role within the Financial Services industry preferably with a Registered Investment Advisor
- Experience working in a CRM like Salesforce
- Experience working with custodians Charles Schwab and/or Fidelity preferred
- Experience with Black Diamond preferred
- Handles confidential and highly sensitive information with ultimate discretion
- Proven ability to work collaboratively with others
- Selfstarter with the ability to execute tasks with little oversight
- Excellent ability to manage competing priorities
- Excellent communication and time management skills
- Proficiency in Word Excel PowerPoint and Outlook
- Committed to a culture of compliance
- Exhibits the Capital Investment Advisors five Core Values in everything they do
Capital Investment Advisors would like to thank all applicants however only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race color religion national origin sex age disability veteran or military status genetic information or any other legallyrecognized protected basis under federal state or local law.
Required Experience:
Manager
Employment Type
Full-Time
