Client Service Associate
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Job Location:
Bingham Farms, MI - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
We are a $1B hybrid Registered Investment Advisor with a deep client offering across wealth management retirement plans estate planning tax efficiencyand corporate benefits. Our Partners launched the firm in 2017 and have been exponentially growing since. We are an innovative client-centric firm that strives for perfection goes out of our way to make every client feel like our only client gives the extra 10% to heighten the experience and treats clients like family. We want our clients to have peace of mind when working through their planning and investment strategies with us. Our firm has big goals and is high growth so we look for individuals that have a natural growth mindset personally and professionally as well. We take good care of our people with an extensive benefits offering Friday lunches getting together at events and always trying to be flexible to match our family first approach.
You are an experiencedClient Service Associate who is ready to take on a role with considerable breadth and depth. You will play an important part in servicing maintaining and enhancing the strong relationships our clients have come to know and expect. Whether its opening new accounts handling service requests coordinating and preparing for meetings or any other task that moves the business forward you approach the work with a service-driven attitude outstanding accuracy and efficiency.In addition to having strong working knowledge of industry software systems and processes you are exceptionally organized detail-oriented and committed to delivering a smooth confidence-inspiring experience with every client interaction. We expect our service team to think for themselves and be problem solvers to get the answers for clients as far down the path as possible before needing to loop in your advisor. Complementing that knowledge and drive you understand that advisors need to know what is happening with their clients so you are a communication powerhouse as well always ensuring your advisors know the latest. You are ready to work with a team that recognizes your confidence and capability who will empower you to take on new challenges and grow your responsibility.
Youre a bit of a techie who loves learning and leveraging new technologies. You are proactive naturally curious and take pride in your work. You are always striving to be better and do better consistently seeking ways to take tasks off the advisory teams plate so they can focus on meeting with clients and delivering value. This role offers meaningful leadership responsibility growth potential and the chance to make a lasting impact. Your personal drive initiative and ability to manage competing priorities are what will make you successful here!
Main responsibilities for the position include:
Communicate process and follow up with clients on various client service items including general questions applications withdrawal requests beneficiary changes etc. following all to completion
Coordinate with the advisors and clients to complete and process new account paperwork checks transfers contributions and keep client accounts in good standing
Service existing clients including processing contributions distributions paperwork for changing investments preparing for client reviews etc.
Create and maintain accurate client records in the CRM system (Redtail) ensuring all confidential and required information is securely stored
Deliver superior client service; troubleshoot problems and serve as liaison between advisors and clients as needed
Communicate with the custodian (Schwab) and other vendors as needed
Follow manage and monitor task list effectively prioritizing time-sensitive requests or issues
Other special projects and additional responsibilities will occur from time to time
The ideal candidate:
Bachelors degree highly preferred or equivalent work experience
5 years experience required; ideally in an RIA environment supporting one or more financial advisors
Knowledge of industry-specific software and systems required; familiarity with RedtailSchwab Orion
Tech-savvy and highly proficient in Microsoft Office suite (Excel Word and PowerPoint); strong ability to learn and apply new software systems quickly
A commitment to excellence; detail-oriented client-focused and highly organized
Excellent interpersonal and communication skills; ability to communicate in a pleasant tactful and effective manner (both orally and in writing) and to handle difficult sensitive issues
Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions
Proactive team player able to work in a fast-paced environment
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
