Client Service Associate
The Client Service Associate is dedicated to upholding a high level of client engagement, confidentiality, and responsibility through providing operational support to a wealth management firm. The Client Service Associate will contribute to a pleasant work environment while ensuring organizational effectiveness is achieved. As part of the team, the Client Service Associate supports the philosophy, principles, and practices of the company.
Responsibilities
· Provide exceptional customer service to clients through clear and timely communication.
· Reach out to clients to gather necessary documentation for processing of application paperwork.
· Collaborate with team members and home office staff to handle client service needs and ensure timely processing of applications.
· Prepare for client meetings by consolidating client account information.
· Follow up with clients on service requests and notifications for client accounts.
· Assist wealth management advisors with management of their calendar.
· Schedule and confirm meetings with new referrals and current clients.
· Input client information into customer relationship management (CRM) system and monitor the system regularly to ensure data is up-to-date.
· Run system reports and utilize critical thinking skills to analyze data to monitor goal achievement, observe trends, identify sales opportunities and perform data clean up.
· Monitor licensing and registration requirements for all team members to ensure licenses do not lapse and that all team members are properly licensed in the states where the firm operates.
· Provide backup administrative support to team members.
· Actively participate and engage in team meetings with a solutions-focused mindset.
· Complete tasks within company's compliance standards.
Desired Skills and Experience
· Bachelor’s degree required
· Minimum of 3 years of experience in a customer service position, preferred
· High degree of initiative, organizational and time management skills
· Demonstrated use of written and oral communication skills
· Knowledge of computer technology, Microsoft Office, and customer relationship management software preferred
· Team-oriented and ability to work independently
· Ability to work in a fast-paced environment and maintain a high level of integrity of work
· Customer service focused
Location: Indianapolis, IN (On-Site) - Type: Full-Time, M-F 8am – 5pm
