Client Service Associate

POSITION SUMMARY:

The Client Associate role is a sales support position, typically providing dedicated operational and sales support to Financial Advisors. Successful candidates may also on a regular basis support office initiatives, in addition to the businesses of particular Financial Advisors. For established clients, the Client Associate will often serve as the most frequent point of contact and is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients.

DUTIES and RESPONSIBILITIES:

Maintain existing client relationships through the processing of client requests and resolving client inquiries.

Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs

Onboard new client accounts, which includes the collection of required documentation and client information

Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness

Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

QUALIFICATIONS

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

Preferred Series 7, 63/ 65 or 66 but not required

Two or more years of industry experience preferred

High School Diploma/Equivalency

College degree preferred

Knowledge/Skills

Strong industry, product, and branch procedures knowledge

Detail oriented with strong organizational skills and ability to prioritize tasks

Exceptional writing, interpersonal and client service skills

Strong computer skills and knowledge of Microsoft Office products

Team player with the ability to collaborate with others

Ability to work in a fast-paced, evolving environment

REMOTE WORK CONSIDERED