What are the responsibilities and job description for the Client Services Associate position at Bleakley Financial Group?
Job Description: Client Service Associate (Full-Time)
Position Overview
We are seeking a highly motivated and detail-oriented Client Service Associate (CSA) to join our team at Bleakley Financial Group. The CSA will play a crucial role in supporting several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. This position offers the opportunity to work in a dynamic environment and contribute to the firm's success by ensuring efficient operations and exceptional client service.
Key Responsibilities
Position Overview
We are seeking a highly motivated and detail-oriented Client Service Associate (CSA) to join our team at Bleakley Financial Group. The CSA will play a crucial role in supporting several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. This position offers the opportunity to work in a dynamic environment and contribute to the firm's success by ensuring efficient operations and exceptional client service.
Key Responsibilities
- Client Interaction: Serve as the first point of contact for clients, answering phone calls, scheduling, and confirming meetings, and preparing for client meetings.
- CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship Management (CRM) system.
- Account Management: Handle all aspects of new account paperwork, money movement, and additional paperwork tasks as needed.
- Product Support: Assist with Annuity and Insurance paperwork and support marketing initiatives.
- Reporting and Analysis: Interact with various platforms and workflows such as custodial portals, Orion Reporting, and Emoney to assist in client onboarding, reporting and related service requests.
- Trading Support: Assist with trading activities and maintain familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, Goldman Sachs, and LPL.
- Project Assistance: Support the management team with various projects during downtime.
- Experience: Prior experience in a client service role within a financial advisory or investment firm is preferred. Familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, and LPL is a plus.
- Skills: Strong organizational and communication skills, attention to detail, and the ability to multitask and prioritize effectively.
- Mindset: A high level of client service orientation, a collaborative attitude, and a proactive approach to problem-solving.
- Education: A bachelor's degree in finance, business, or a related field is preferred.
- Plus: Familiarity with key industry platforms and tools, including but not limited to:
- Portfolio Management Systems (e.g., Orion, Morningstar).
- Financial Planning Software (e.g., eMoney Advisor, MoneyGuidePro).
- Customer Relationship Management (CRM) Software (e.g., Salesforce).
- Understanding of compliance software relevant to the financial industry.
- Competitive salary with performance-based bonuses
- Comprehensive health, dental, and vision insurance
- Retirement savings plan with company contributions
- Opportunities for professional growth and development
- Support for work-life balance initiatives.
- Impact: Play a key role in supporting our financial advisors and contributing to the firm's success.
- Growth: Opportunity to develop professionally and take on additional responsibilities over time.
- Culture: Join a team that values collaboration, excellence, and a positive work environment.
