Customer Service Associate
Customer Service Associate
Posted on :
11-04-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
11-04-2025
Job Description
Our client located in Mishawaka Indiana is actively seeking a Client Service Associate (CSA) to join their highfunctioning team which has been recognized several times by Forbes as #1 BestInState Wealth Management Teams Michigan#22 in the nation ranked by Forbes and Barrons as one of Americas Top 100 Independent Wealth Advisors. Their highnetworth independent wealth management practice with just under $4 billion of assets under management is looking for a CSA to fit into their satellite office in the Mishawaka location a satellite office to Bloomfield Hills Michigan.
As a member of this financial firm the CSA is responsible for providing an unforgettable first impression with daily interaction and direct support to the firms Financial Advisor(s). The CSAs industry experience paired with extraordinary client service is essential to the ongoing growth and success of the firm . If you find gratification servicing clients in a fastpaced environment possess a positive and welcoming personality and are in search of a career that is empowering where you will make an impact every day we want to hear from you!
Essential Duties:
- Serves as the primary point of contact for clients addressing inquiries and resolving issues promptly and professionally
- Ensuring client and perspective client needs are promptly and accurately addressed/answered with professionalism through telephone calls and/or email
- Assist in the management and maintenance of client accounts ensuring accuracy and compliance with industry regulations
- Ensure accuracy and compliance with industry regulations
- Prepare and process necessary documentation for account transactions client meetings and compliance purposes
- Provide administrative and operational support to financial advisors aiding client portfolio management and business development efforts
- Facilitate the onboarding process for new clients ensuring a seamless transition and excellent initial experience
Essential duties and responsibilities listed are not all inclusive; other duties as assigned will apply
Required Qualifications:
- Bachelors or Associate degree in Finance or Business Administration preferred
- 5 years minimum experience as a Client Service Associate for Financial Services experience within a highnetworth financial advisor team preferred
- 3 years minimum experience in wealth management in the financial services industry required
- FINRA Series 7 63 65 or 66 preferred
Desired Traits:
- Detail oriented strong work ethic and possesses high standards by demonstrating commitment to accuracy and confidentiality
- Extraordinary customer service skills and presence while possessing a positive attitude through all client interactions
- Outstanding planning and organizational skills efficient at multitasking several highpriority tasks proactive followup and deadline focused
- Ability to adapt under pressure to changes in the work environment to meet the needs of the client as well as the team while managing competing demands and multiple interruptions
- Excellent oral written and interpersonal communication skills; wellspoken both on the phone and in person; proven written skills; projects a courteous friendly and professional demeanor
- Intermediate to advanced level computer skills; ability and willingness to learn and effectively utilize new technology as requested/required
Benefit Highlights:
- Competitive compensation based on experience
- Leading benefits package to include Medical Dental and Vision
- 401(k) safe harbor nonelective 3 contribution
- Potential for performancebased annual bonus
Required Experience:
IC
Employment Type
Full Time
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