Job Description
OVERVIEW
Our client is seeking a dedicated Client Services Associate to support their financial consultants in providing excellent customer service to their clients. The client service associate acts as an assistant to one or more financial professionals. The ideal person helps financial advisors with specific tasks that may or may not require them to interact with clients. Activities a client service associate can engage in include both clerical and administrative work.
JOB SUMMARY
The client service associate can carry out a number of different tasks, but all of them generally serve the same purpose, which is to strengthen advisor-client relationships to ensure that clients are satisfied. Additionally, you will work closely with other teams preparing documents before client meetings, organizing sales and presentation materials, compiling meeting notes, and setting up client access for new accounts. On a daily basis, you will also handle other administrative tasks, such as answering phone calls, emails, sending deadline reminders to consultants, and updating client databases.
RESPONSIBILITIES

• Compile and update necessary documents and contracts
• Prepare presentation materials
• Gather meeting notes and input them to client files
• Obtain and process all client information and transactions
• Create new accounts and maintain client portfolios
• Perform administrative and clerical duties as necessary
• Responding to client inquiries for information about products and services.
• Scheduling advisor-client meetings.
• Drafting written or electronic communications on behalf of advisors.
• Logging and tracking customer calls or emails.
• Maintaining databases of client information for advisors.
• Recording and resolving customer complaints.
• Filing and organizing client paperwork.

Requirements
QUALIFICATIONS & SKILLS

• High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred.
• Experience as a Client Services Associate or other administrative role in the financial industry is a plus.
• Proficient in Microsoft Office
• Strong communication and organizational skills
• Detail-oriented
• Comfortable working independently
• Exceptional customer service skills

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