Client Service Associate

Bedford NH

07 June, 2021

3:34 PM

Description

Client Service Associate COMPANY OVERVIEW We are a boutique financial services firm helping families achieve a work-optional lifestyle. The Client Service Associate (CSA) enhances the client experience by providing exceptional client service, supporting office functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The CSA is responsible for understanding firm policies, procedures, and digital capabilities that will allow them to interact with the Advisors, as well as new and existing clients. In addition, they will play a key role in the company's marketing directives. JOB RESPONSIBILITIES Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Updating and organizing the customer relationship management platform Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs Onboard new client accounts, which includes the collection of required documentation and client information Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors Proactively participate in firm initiatives directed by management Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, coordination of client meetings, prepare marketing expense reports, office supplies, and file & calendar maintenance IDEAL CHARACTERISTICS Strong attention to detail, accuracy, and reliability High degree of initiative, ownership, and follow-through High degree of helpfulness and willingness to serve as a resource Excellent oral and written communication skills Demonstrated organizational and time management skills with the ability to set priorities and meet deadlines Ability to audit own work Self-starter Highly organized Problem solver REQUIRED QUALIFICATIONS US work authorization Fully Proficient/complete understanding of Microsoft Office Suite applications – Outlook, Word, Excel, One Note, PowerPoint. PREFERRED QUALIFICATIONS Bachelor’s Degree strongly preferred, ideally in business or another related field. Financial Services/Financial Advisor support experience (3 years) Marketing and corporate social media experience Experience working with the following tools: Constant Contact Redtail CRM Zoom Conferencing Service Calendly Scheduling Software COMPENSATION & BENEFITS Competitive salary 401(k) matching Paid time off Professional development assistance Job Type: Full-time Schedule: Monday to Friday Company's website: www.WrightChoiceFG.com