Senior Client Service Associate

Finance Recruiter @ Civic Minds, Inc | Full Cycle Recruitment, US Recruiting

Responsibilities

• Receive inbound client phone calls and emails, addressing their needs or directing them to the appropriate team member.
• Assist client onboarding activities including completion of all necessary paperwork and rollover calls, partnering with internal team on process execution, client portal setup, welcome emails, and proactive communication with clients.
• Process account service requests and ensure appropriate documentation for all money movement requests including distributions, QCDs, and RMDs.
• Complete and monitor the transfer of incoming assets from other institutions to ensure a smooth and efficient onboarding experience for new clients.
• Schedule prospective and existing client meetings including initial consultations, onboarding meetings, and annual reviews.
• Assist in the preparation of client reports and other materials for client meetings and complete follow-up communication and implementation of actions that result from those meetings.
• Research and resolve routine to complex client issues leveraging internal support or escalating as appropriate.
• Track and document client interactions, activities, and meetings in Salesforce CRM, ensuring notes are input in a timely manner.
• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and ensuring key client information and documentation is up to date.
• Leverage various communication channels to keep in touch with clients and maintain strong relationships.
• Contribute to the mentoring and training of client associates.

Qualifications

• Bachelor's degree in finance or related subject matter
• 3-10 years of experience in a similar client services role at a financial services firm
• Excellent skills in Microsoft Office Suite
• Experience with Salesforce CRM preferred
• Experience with Charles Schwab advisor platform preferred
• Strong written and verbal communication skills
• Detail and service oriented
• Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment
• Excellent written and verbal communication skills, as you will have significant contact with the clients of the firm
• Ideal team members for our office culture will have a strong work ethic, be self-motivated and have collaborative interpersonal skills

• Associate

• Full-time

• Other

Columbia, MD

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