Client Service Associate Mishawaka, IN

Mishawaka, IN - USA

Monthly Salary: Not Disclosed

Posted on: 23 hours ago

Vacancies: 1 Vacancy

Job Summary

Client Service Associate

Our client located in Mishawaka Indiana is actively seeking a Client Service Associate (CSA) to join their high-functioning team which has been recognized several times by Forbes and Barrons as one of Americas Top 30 Wealth Advisors.

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 on-going growth and success of the firm. If you find gratification servicing clients in a fast-paced 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:
Ensuring client and perspective client needs are promptly and accurately addressed/answered with professionalism through telephone calls and/or e-mail
Providing positive and professional customer service by striving to exceed the clients expectations on every interaction
Support the Managing Principal and Lead Relationship Manager with a variety of administrative tasks including but not limited to preparing materials for client meetings
Create and maintain client files prepare client forms and reports from rough draft and originating correspondence as requested
Create and close accounts
Add power of attorney and trading authority as applicable
Link life insurance and annuity accounts
Complete client registrations

Required Qualifications:
Bachelors or Associate degree preferred
5 years minimum experience as a Client Service Associate required with experience on a high-net-worth financial advisor team
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 multi-tasking several high-priority tasks proactive follow-up 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; well-spoken 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 non-elective 3% contribution
Potential for performance-based annual bonus

Required Experience:

Client Service AssociateOur client located in Mishawaka Indiana is actively seeking a Client Service Associate (CSA) to join their high-functioning team which has been recognized several times by Forbes and Barrons as one of Americas Top 30 Wealth Advisors.As a member...

Client Service Associate