Client Services Associate

We are working with a financial services client in the Louisville area who is seeking a Client Services Associate to join their team. The Client Service Associate will prepare new business, help servicing clients, and make customized reviews/recommendations for all clients with the guidance of the Lead Advisor. The Client Service Associate is fully accountable for processing new business, maintaining files/records, handling day-to-day client management, and client retention. Key duties for this role include deepening relationships with clients, meeting with prospects/clients typically transitioned from Lead Advisor, handling all new business, and servicing existing clients.. This is a direct hire position that would be in office 5 days a week. No sponsorship is available. No B2C/C2C. Must live in the Louisville area. No relocation available. Responsibilities: Daily: Perform general administrative and support functions for the office including maintaining files, preparing correspondence, running reports, answering telephones, scheduling appointments, copying materials, and faxing information Organize new business, coordinate, and maintain all client paperwork Correspond with clients to complete new accounts, asset transfers, and other forms Handle routine matters for client accounts to include processing name and address changes, account applications and bank authorizations, answer client questions via telephone and face to face Review and respond to emails as necessary Maintain files and records in accordance with the records retention policy in Redtail and Sharefile Prepare for client meetings focusing on planning discussions and reviews Organize Client Files in Sharefile to meet compliance requirements Liaise with team members on client documentation, prepare and process Create the weekly marketing post via email and social media Data entry and preparation for client eMoney portal Monthly: Review work methods and procedures for possible quality improvements and efficiencies Review Redtail to ensure client records are up-to-date Maintains strong compliance documentation in Sharefile Maintain order of all inventories of office supplies Requirements: 2+ years of prior experience working in the financial services, banking or insurance industry Excellent organizational and time management skills Knowledge in Microsoft Office Excellent attitude and an extraordinary customer service Ability to handle multiple tasks and operate within tight deadlines #J-18808-Ljbffr