Financial Advisory Client Service Associate

Lead with Purpose. Partner with Impact. The Client Services & Operations Manager oversees high-level administrative and business operations for the advisory team. This position exercises discretion and independent judgement to resolve complex and operational issues. This position is responsible for maintaining advisor and client files generating client reports contacting clients to provide or obtain updated information and position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely efficient and professional manner. The primary duties of this role include policy implementation compliance interpretation and operational strategy. What YoullDo:Implement and continuously improve client-operations policies and workflows across advisory teams to resolve complex issuesCreate enforce and follow processes for document control and retention of checks paperwork statements client notes etc with accuracy and readabilityAssist clients with account maintenance and maintain client information on Advisor Complete and CRM systems (Redtail) utilizing insights to recommend process enhancementsSupport Client Relationship Manager in the preparation of client appointment folders for advisor meetings including customized financial summaries and relevant appointment materialsGenerate financial performance reports in advance of client interactionsEnsure follow-up and completion of tasks generated during advisor client interactions Support advisors with trades client cash management and account opening etc. applying protocol while escalating exceptionsCollaboration with Client Relationship Manager as needed; ensuring adherence to firms service model through client interactionsRespond promptly and professionally to incoming prospect and client inquiries via phone email and in-person acting as a liaison between office and clients Provide excellent customer service by anticipating and responding to client inquiries and needsAbility to lead project teams and provide guidance to operations staff; no direct reports required but authority to influence operations decisions and vendor commitmentsAssist in managing summer interns and delegating tasks and projectsWhat You Bring:Strong understanding of financial services operations and compliance requirementsAbility to exercise independence judgement logical problem solving and thinkingAdvanced organizational and analytical skills; ability to implement process improvementsExcellent communication skills; ability to influence stakeholders and drive changeProficiency in Microsoft Office Suite and CRM systems; advanced Excel skillsAbility to work in a fast-paced environment and change gears oftenAbility to adapt to ever-changing compliance and industry regulationsAbility to work strategically and collaboratively across departmentsWillingness to increase job/program knowledge through ongoing training