Client Service Associate
Client Service Associate
Posted on :
05-04-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
05-04-2025
Job Description
We are seeking a dedicated and detailoriented Client Service Associate to join our Private Client team. This role is pivotal in ensuring exceptional service to our clients by managing all aspects of account onboarding asset transfers and daily cash needs. The CSA will work closely with client advisors and portfolio managers to deliver topnotch client services and reporting. This position requires a proactive and collaborative approach to support our clients and team effectively.
JOB DESCRIPTION
Key Responsibilities:
- Providing proactive and highly responsive service to clients and actively and positively support and collaborate with colleagues.
- Assist with onboarding asset transfer and money movement and manage and service client accounts within Fidelity Wealthscape.
- Support client advisors in their efforts to exceed client expectations.
- Act as a liaison between clients custodian and portfolio managers advisors and other thirdparty client advisors as needed (e.g. CPAs auditors title companies etc..
- Assist with the preparation of investment reports and interim performance reports utilizing Tamarac reporting system.
- Input and update client information in multiple systems to ensure the accuracy of client data. This includes Practifi CRM Tamarac Reporting and Fidelity Wealthscape.
- Perform other duties as needed.
Skills / Other Personal Attributes Required:
- Exemplary customer service skills characterized by patience attentiveness clear communication positivity empathy composure under pressure and a solutionsoriented approach.
- Demonstrate initiative creativity good judgment maturity and poise with a steady no drama forward moving collaborative approach.
- Dedication to professionalism confidentiality and ethical behavior.
- Professional communication skills (both verbal and written) organizational skills and attention to detail.
- Ability to produce highquality work in an environment committed to excellence.
- Exceptional time management multitasking and followthrough abilities.
- Ability to quickly master clientservice systems is essential.
Work Experience / Knowledge:
- 3 5 years experience in a professional services office setting.
- Relevant experience in Investment/Wealth Management Financial Services or Customer Service is preferred.
- Bachelors degree in business administration Finance Business Systems or another related field preferred. Equivalent experience may be considered in lieu of a degree.
With over 50 years of experience and more than $3.5 billion in assets under advisement Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream Invest and Live.
Goelzer Investment Management one of Indianas largest registered investment advisory firms is proud to announce that it was named again as one of the Best Places to Work in Indiana an annual program created by the Indiana Chamber of Commerce. This is the ninth time in ten years that Goelzer has been selected for this prestigious recognition. Read more about this award in ourBest Place to Work in Indiana press release.
Goelzer Investment Management one of Indianas largest registered investment advisory firms is proud to announce that it was named again as one of the Best Places to Work in Indiana an annual program created by the Indiana Chamber of Commerce. This is the ninth time in ten years that Goelzer has been selected for this prestigious recognition. Read more about this award in ourBest Place to Work in Indiana press release.
Our Core Values:
- Integrity: Difficult right over the easy wrong.
- Thoughtfulness: Thoughtful approach in all we do.
- Positivity: Striving to provide positive outcomes and an awesome client experience.
- Focus: We focus on what matters to you.
- Growth: Individual growth and team success.
Required Experience:
IC
Employment Type
Full-Time
Key Skills
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