Client Service Associate

SUMMARY

The Client Service Associate will work closely with the Relationship Manager and Financial Advisors to support our Financial Advisors in providing excellent customer service to our clients. You will ensure that the operation of day-to-day tasks related to client service and task-related processes are completed accurately and efficiently.

• Assist with day-to-day client inquiries, resolve issues, and provide exceptional service to build and maintain strong client relationships, proactively resolving clients’ issues and concerns.
• Efficiently manage and prioritize a variety of tasks and processes, ensuring timely completion and accuracy.
• Prepare and maintain thorough client documents, reports, and records, ensuring compliance with regulatory requirements.
• Facilitate communication between clients and the Relationship Manager, including scheduling meetings, managing emails, and phone correspondence.
• Assist in opening and closing client accounts, updating account information, and processing account transactions accurately (including documentation).
• Ensure all activities adhere to company policies, industry regulations, and compliance standards.
• Generate and distribute periodic reports on client accounts, transactions, and performance metrics.
• Work closely with the Relationship Manager and other team members to achieve company goals.
• Attend meetings with the Relationship Manager and Financial Advisor to help foster understanding of the scope of work to take on more responsibilities.
• Performs other duties as assigned.

• Support Venture Visionary Partners Culture through our mission, vision, and values. Make a positive contribution to business plan objectives and goals.
• Understand and adhere to all policies, procedures, and regulations. Adapt practices within the firm’s initiatives.
• Responsible for personal development through continued education, training, collaboration, and teamwork.
• Demonstrate professionalism in dress, tone, flexibility, and communication.
• Maintain open and respectful communication with other service teams. Handle conflict directly and discreetly.
• Shows empathy and respect towards clients and coworkers.
• Take ownership of job duties and follow procedures. Take initiative and offer team members assistance when necessary. Willingness to share knowledge and experience with other team members to reinforce a cohesive work environment.
• Recommend and develop process improvement and procedures to enhance productivity and improve efficiency.

• Understands and demonstrates the firm’s mission, vision, and core values and applies them throughout all aspects of the job.
• The depth of job knowledge displayed while performing daily tasks.
• Consistently acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with others.
• The quality of work is consistent, and no mistakes or errors are made. Always demonstrates commitment to excellence.
• Responds to needs and issues of internal team members and external clients to achieve optimal results.
• Demonstrates exceptional ability to recognize and clearly define problems. Considers full range of options and promptly acts to implement best possible solutions. Proactively foresees and eliminates obstacles to ensure smooth operations.
• Understand policies and regulations. Complies willingly and without exception. Acts as an example to others.
• Assist Relationship Managers with client transactions as necessary.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The individual must be able to successfully pass background checks.

Bachelor’s or Associate degree in business related field helpful but not required. Equivalent work experience considered as substitute.

Proficiency in Microsoft Office, Excel and Outlook. Knowledge of financial products and services is a plus.

One to two years of experience working in the financial industry preferred but not required.

Excellent attention to detail, solid follow-up skills, and the ability to think strategically and solve problems. Strong interpersonal skills and a client‑centric attitude. Exceptional organizational skills. Excellent communication skills, both written and verbal. Ability to multitask and work effectively in a fast‑paced environment. Skilled at planning, organizing, prioritizing, and executing simultaneous projects and activities: proven ability to work under pressure and adapt quickly to change.