What are the responsibilities and job description for the Client Service Associate position at Capital Investment Advisors?
At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Client Service Associate
We are looking for an experienced Client Service Associate to join our Phoenix, Arizona team. This position requires a detail-oriented, self-motivated team player who loves working directly with clients. Supporting three Investment Advisors, the Client Service Associate is instrumental in facilitating a best-in-class client experience and keeping all internal processes on track.
A successful Client Service Associate is resourceful, communicative, and can anticipate the needs of their Advisors and clients. Uncompromising when it comes to following documented processes and compliance standards, the Client Service Associate is a skilled problem solver who will thrive in a small but fast-paced, growth-oriented office where balancing competing priorities is a necessity.
This role is based in our Phoenix office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Core Functions:
- Provide daily support to Advisors and their client base (wire requests, new account openings, personal information changes, etc.)
- Handle all inbound and outbound non-investment-related client requests
- Initiate proactive client outreach to build strong relationships
- Own new client onboarding workflow in Salesforce and Black Diamond
- Maintain proper record keeping of client data in Salesforce
- Manage all appointment scheduling for prospects and clients
- Support Advisors in the prospect follow up process
- Participate in Operations special projects, as needed
Qualifications & Skills:
- Bachelor’s degree from an accredited university
- 3 years of experience in a client facing role within the Financial Services industry, preferably with a Registered Investment Advisor
- Experience working in a CRM like Salesforce
- Experience working with custodians, Charles Schwab and/or Fidelity, preferred
- Experience with Black Diamond, preferred
- Handles confidential and highly sensitive information with ultimate discretion
- Proven ability to work collaboratively with others
- Self-starter with the ability to execute tasks with little oversight
- Excellent ability to manage competing priorities
- Excellent communication and time management skills
- Proficiency in Word, Excel, PowerPoint, and Outlook
- Committed to a culture of compliance
- Exhibits the Capital Investment Advisors’ five Core Values in everything they do
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Salary : $15 - $20
