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Overview: The Client Service Associate delivers exceptional service to all clients.
In this role you will:
● Assist Financial Advisor(s) with providing service to clients via telephone, direct interaction and/or written correspondence.
● Schedule and prepare for client appointments.
● Establish and service client accounts, prepare forms, research account inquiries, enter security order tickets, and process asset movements.
● Execute various administrative functions for the Financial Advisor(s) including, but not limited to, assisting with marketing-related activities; and establishing and maintaining files to meet the firm's regulatory requirements.
● Establish and maintain record keeping necessary to support efforts to service and grow client relationships.
● Follow up to ensure completion of all tasks.
● Support the team as needed.
● Manage administrative functions such as, but not limited to, managing office supplies, lunches, and mailings.
Required Qualifications:
● Minimum of 5 years of experience in client support ideally in the financial services industry. Relevant experience can be demonstrated through any of the following: prior work experience, professional training, military background, or educational qualifications.
● Client service oriented.
● Professional presence, strong attention to detail, and excellent written and verbal communication skills. Good listening and processing skills.
● Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
● Ability to prioritize and efficiently meet deadlines in a dynamic and complex environment.
● Desire to learn and grow with the organization.
Desired Qualifications:
● Series 7, 63, 65, or 66 licenses. Insurance license.
● Database experience and comfort learning new technical skills.
● Self-motivated, reliable, and tenacious, with the ability to work efficiently.
● Ability to work independently as well as collaborate effectively in a team setting.
● Positive and solutions-oriented mindset, assuming good intentions of others.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
This position is not eligible for Visa sponsorship.
Pay range based on previous experience.
Benefits
Clark Guilliam Bertsch Wealth Management provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.
● PTO
● Paid holidays according to the Securities and Exchange schedule
● 401(k)
● Health Insurance
● Dental Insurance
● Life Insurance
● Disability Insurance
Posting End Date:
10 July 2024
We Value Diversity
At Clark Guilliam Bertsch Wealth Management, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Drug and Alcohol Policy
Clark Guilliam Bertsch Wealth Management maintains a drug-free workplace.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Clark Guilliam Bertsch Wealth Management is a separate entity from WFAFN.
Job Type: Full-time
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
$60k-78k (estimate)
06/20/2024
10/17/2024
The job skills required for Client Service Associate include Client Service, Microsoft Office, Products and Services, Attention to Detail, Financial Services, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
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Step 3: View the best colleges and universities for Client Service Associate.