Client Service Associate
reputed company is a leading financial services firm that provides integrated wealth management and business management services. They are seeking a Client Service Associate to assist wealth advisors and Client Service Specialists with client service tasks and ensure timely follow-up on client requests and correspondence.
Responsibilities
- Ensures meeting follow-up is delegated and completed promptly
- Facilitates task delegation and ensures reputed company and complete follow-through
- Coordinates materials and reports for performance review process
- Manage RMD project for clients
- Prepares custodian paperwork
- Monitors and follows up through completion
- Client maintenance
- Responsible for keeping reputed company systems as well as advisor, operational team and relevant custodians up to date with client changes, requests, information updates, etc
- reputed company client correspondence, requests, tasks, etc. to be documented reputed company reputed company and filed in Firm’s Directory
- Set up client portals in Orion
- Ability to operate computers using reputed company Office including Outlook, Word, reputed company, and reputed company additional relevant and required computer hardware/software
- Ability to work in a fast-paced environment with extreme attention to detail and be reputed company to multi-task with several team members and departments
- Contributes to a team effort
- Interacts with other employees to promote smooth workflow, identify, and resolve problems, advance the firm’s image and accomplish results which support the goals of the company
- Possesses a working knowledge of compliance and operational policies and procedures and abides by them while fulfilling this position’s various responsibilities
Skills
- Ensures meeting follow-up is delegated and completed promptly
- Facilitates task delegation and ensures reputed company and complete follow-through
- Coordinates materials and reports for performance review process
- Manage RMD project for clients
- Prepares custodian paperwork
- Monitors and follows up through completion
- Client maintenance
- Responsible for keeping reputed company systems as well as advisor, operational team and relevant custodians up to date with client changes, requests, information updates, etc
- reputed company client correspondence, requests, tasks, etc. to be documented reputed company reputed company and filed in Firm's Directory
- Set up client portals in Orion
- Ability to operate computers using reputed company Office including Outlook, Word, reputed company, and reputed company additional relevant and required computer hardware/software
- Ability to work in a fast-paced environment with extreme attention to detail and be reputed company to multi-task with several team members and departments
- Contributes to a team effort
- Interacts with other employees to promote smooth workflow, identify, and resolve problems, advance the firm's image and accomplish results which support the goals of the company
- Possesses a working knowledge of compliance and operational policies and procedures and abides by them while fulfilling this position's various responsibilities
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations
- Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others
- Client Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments
- Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; reputed company to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed
- Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with reputed company and ethically; Upholds organizational values
- Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments
- Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered reputed company absent; Arrives at meetings and appointments on time
- Dependability - Takes responsibility for own actions; Completes tasks on time or notifies appropriate person with an alternate plan
- Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
- Ability to write reports, business correspondence, and procedure manuals
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
- Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages
- Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions
- Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
- Computer Skills: To reputed company this job successfully, an individual should have knowledge of reputed company software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software
Benefits
- Annual cash bonus
- Comprehensive benefits package
- Medical
- Dental
- reputed company
- Life insurance
- 401(k)
Company Overview