The Client Service Associate provides support and assistance to financial advisors. This job is a mixture of client service and operations and involves supporting financial advisors to provide excellent service to them and their clients.
Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and requests, processing new account applications, account transfers, account updates, cash distributions, and following up on and resolving NIGO alerts and various other work assigned by financial advisors.
As a Client Service Associate you will have the opportunity to work to support the success of high growth financial advisors. The position is team-based with a high level of on-going collaboration, interaction, and communication.
What You Need To Meet Requirements
3+ years industry experience
A professional phone presence
Excellent customer service skills
Drive to provide exceptional care to clients
Prior experience working in financial services at either a registered investment advisor, custodian or broker/dealer
Experience working with Schwab, TD Ameritrade, Fidelity, Raymond James, Merrill Lynch, Edward Jones, Vanguard, JP Morgan Chase, Wells Fargo, or Pershing is a plus
Excellent written and verbal communication skills
High attention to detail
Excellent follow-up and project management skills
Comfortable and proficient using custodian and other industry technology
Experience working with SalesForce and Orion is a plus
Reside in the Phoenix, AZ area
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
Financial Services
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