Client Services Associate

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Tampa is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Client Service Associate to join their team to provide proactive in-office support to financial advisors and assist with efficient, quality client service in a boutique office environment.

JOB SUMMARY:

Under general supervision, this role uses skills gained through training and experience to provide proactive support to advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks, and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision-making responsibility. Extensive contact with internal and external clients to resolve most questions and problems, and refer new or unusual issues to a higher level.

ESSENTIAL DUTIES & RESPONSIBILITIES:

This position aids in the operations of the firm by providing concierge support in our solution implementation process. Specific responsibilities include, but are not limited to:

• Client Onboarding – This role will prepare new business paperwork as part of our concierge implementation process while working alongside the department lead to monitor client progression through account opening and onboarding.
• Client Service: This role will respond to client service inquiries, and prepare/send/submit client service forms and requests.
• Data Entry – This role will be responsible for entry and updating of client data within the company’s technology systems while ensuring a high level of accuracy (ie. address changes, name updates, beneficiary details, etc).
• Client File Maintenance – This role will be responsible for filing client-related materials in their appropriate cloud folder and accumulating materials in the client file for advisors’ meetings with clients.
• Email Support – This role is responsible for assisting the advisor in the management of email inflow, delegating messages to the team and systems as appropriate, and proofreading dictated emails in preparation for client delivery.
• Team Development – All team members participate in internal meetings, and look for ways to improve current systems to share with the team.

QUALIFICATIONS:

The ideal person for this role will be one with excellent time management capabilities and exceptional communication skills. Because this is a client-facing role that prepares paperwork with our New Business & Client Services Department, meticulous attention to detail is a must.

• Have at least 5 years of administrative experience with 2 years in the wealth management industry
• Bachelor’s degree preferred
• Excellent written and verbal communication skills with strong interpersonal skills
• Organized and thrives in a role with set processes and procedures
• Able to work independently and in a team environment
• Proficient in Microsoft Excel, Word, Outlook, and SharePoint
• Able to manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
• Warm and friendly demeanor while handling stressful situations
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets
• Uses mathematics sufficient to process account and transaction information

Benefits:

• 401(k)
• 401(k) matching
• Dental Insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance