Client Service Associate

# Business Unit:

North America Advisor & Intermediary Solutions# Salary Range:$50,000 USD - $60,000 USD#

Job Description:

In this role, you will be the first point of contact for existing and potential clients by answering inbound telephone calls and providing client service for products within US Advisor & Intermediary Solutions (AIS).As a Client Service Associate (CSA), you’ll play a key role in supporting Russell’s sales teams and financial advisors. You’ll respond to fund-related questions and requests through inbound calls and the Russell website, and generate client-ready proposals and reports.

You’ll also assist with opening, maintaining, and closing PMA accounts, providing a high-quality service experience to both new and existing clients.

This role is a great opportunity to develop consultative, selling, and relationship management skills, with a potential career path toward a future Regional Consultant position.
** The responsibilities of the individual in this position include****:
*** Reactive and proactive Client Support
* Act as 1st tier resource for inbound general client calls
* Act as primary point of contact on account service questions and inquiries using a variety of tools and escalate appropriately
* Work with financial advisors, sponsors and account administrators to coordinate the account opening process and transactions of Russell Personalized Managed Accounts (PMA)
* Identify and solve reconciliation questions around PMA
* Understand plan administrator’s tools, dashboards and systems regarding PMA
* Professionally represent Russell Investments by promptly and accurately meeting the service needs of clients, vendors, and Russell Investments associates
* Research distributor questions or inquiries using a variety of systems and resources, both internal and external
* Accurately communicate and enforce all established policies and procedures designed to provide consistent, quality service to clients and limit financial risk to Russell Investments
* Escalate operational, client service and technical issues as necessary
* Demonstrating proficient Technical and Analytical Skills
* Support internal sales team by creating proposals and performance reports and by fulfilling reactive client requests
* Support the rollout, and upgrades, and provide in-depth knowledge of;
Multi-Asset Portfolio Builder, Value of Tax Management Tool and Russell Investments website.
* Ensure all client requests; issues, resolutions, and other relevant information are documented in the CRM system to ensure open communication and effective reporting
* Document and update processes and procedures necessary to meet client needs
* Provide fulfillment services for clients
* Effectively Contribute to the Teamwork Environment
* Escalate clients' calls to the appropriate regional service or sales team member when a sales opportunity is present or the inquiry requires more in-depth expertise
* Seek ways to improve and enhance products/processes
* Assist with sales team initiatives from a subject matter expert standpoint
* Back-up associates during absences and heavy workload periods
* Support the sales team in the achievement of department objectives
* Responsible for sharing insight from financial professionals and demands in the investment marketplace to help bring new products or concepts to market, as well as timely communication
* Maintain an Associate Regional Director and or Regional Director as a mentor for a meaningful period
** The successful candidate will have extensive demonstrable skills and experiences including the following:
*** FINRA Series 7 and 63 & 65 (or 66) licenses preferred.
* Bachelor’s degree.
* Demonstrate a passion and skill in the art of selling.
* One or more years of client service and financial industry experience, including experience in an operations-based financial environment. Mutual fund experience is preferred.
* Superior telephone answering skills, including a high comfort level with working with customers to resolve issues over the telephone.
* Ability to thrive in a team environment.
* Demonstrated outstanding client service and interpersonal skills.
* Excellent listening, written, and verbal…