Client Service Associate I

SUMMARY:

As a Client Service Associate I you will report to the Operations Manager. You will utilize excellent customer service and problem-solving skills to provide information and education to clients, efficiently, and with a professional manner. Your role is critical in appropriately leveraging our Private CFO™/Advisors' time by assisting with paperwork, cashiering and other client service tasks.

RESPONSIBILITIES:

• Handles front end paperwork for new accounts (investments, insurance etc.)
• Communicates with clients and manages the work flow of this business independently
• Handles cashiering requests
• Handles annual IRA required distributions for clients
• Owns and updates the data on our asset and insurance practice tracker each week
• Helps with proactive client service items and process driven improvements with weekly operations call with all operations staff.
• Heavy customer service contact
• Assisting in answering questions, for new or existing clients

SKILLS:

• Advanced computer skills (Outlook, Word, Excel (can maintain complex spreadsheets) and PowerPoint) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others without direct control

EDUCATION AND EXPERIENCE:

• 3 years of work experience in the Financial Services industry
• Bachelor's degree required
• Experience in the financial services industry a positive add