Client Services Associate, Financial Services
Client Services Associate, Financial Services
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Job Description
Client Services Associate Financial Services Hybrid
Opportunity to work 100% onsite or 2 days remote 3 days onsite in Novato or Napa location.
Well established financial advisory firm seeking selfstarter with 23 years industry experience. Maintaining the service side of the business as well as the daily workflow for this growing and fast paced team you will rely on your exceptional attention to detail sound organizational skills and can do attitude. As part of a this cohesive team you will enjoy a career that is rewarded with growth professional and personal development as well as an upbeat and fun group of individuals to call colleagues.
Supporting firm operations you will assist with client servicing and business administration shepherding the client experience through direct client interaction and behind the scenes coordination with other team members.
You will:
Ensure smooth daytoday operations and increase the operational efficiency of the firm
Support high client satisfaction rates through excellent customer service prompt followup to client inquiries and proactive problemsolving skills
Ensure that paperwork is processed accurately to decrease errors that require further client communication
Leverage time and create capacity for Senior Advisors
Act as a primary contact for client service questions issues and problem resolution escalating items as necessary
Provide new users/clients with technology assistance and training as needed
Track all client updates and interactions in CRM (Redtail) as well as assign and complete clientrelated tasks in CRM via Workflows
Prepare client review materials and ensure that data required for review is accurate
Prepare paperwork for monitor and process client transactions including but not limited to opening new accounts closing accounts transferring assets deposits withdrawals account title changes address changes etc.
Assist with the client onboarding resignation process
Prepare and process Insurance applications and paperwork
You have:
Bachelors degree or related experience
Prior financial services industry experience with an RIA broker dealer etc.
Strong problem resolution skills
Detailoriented with a high degree of accuracy
Exceptional organizational skills: ability to multitask and follow up to meet deadlines
Highly competent computer skills and advanced knowledge of Microsoft Office Suite (Word Excel PowerPoint Outlook) Zoom Adobe Acrobat eMoney Redtail RingCentral Calendly
Exceptional oral written and interpersonal communication skills
Impeccable ability to maintain confidentiality and integrity
Positive attitude personal organization and the ability to handle a heavy workload
Professional appearance and demeanor
Energetic eager to learn and willing to cooperate in a team environment as a team player
Hire contingent upon passing finger printing and background check.
$7085K
Required Experience:
IC
Employment Type
Full Time
