What are the responsibilities and job description for the Client Service Associate - Financial Firm - St. Louis, MO position at Advisor Employee Services?
Client Service Associate
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Our fast-paced financial firm in St. Louis, MO is seeking to add a Client Service Associate to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills
This Client Service Associate will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Our fast-paced financial firm in St. Louis, MO is seeking to add a Client Service Associate to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
- Financial Industry experience preferred
- 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
This Client Service Associate will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
- Provide an outstanding client experience
- Continuous communication and follow-up with clients documented in CRM system
- Resolve General Service Requests
- Answer basic policy/account or beneficiary questions
- Prepare change of address forms
- Prepare beneficiary designation forms
- Complete and process new business applications for existing clients (Schwab and Insurance Company)
- Establish ACH/Move Link instructions to and from client accounts
- Deposit/Withdrawal requests, including annuity free withdrawals
- Ensure monthly distributions occur as scheduled
- Process RMD’s for clients in a timely manner
- Process Roth Conversions, as needed
- Provide tax documents to CPA’s as needed
- Retrieve Annuity renewal statements and process Advisor recommendation
- 1st Backup to schedule/confirm advisor appointments
- 2nd Backup to answering phones
- $55,000-$65,000 BOE
- Health insurance
- PTO
- Simple IRA
- Discretionary Bonus
- 8am-4pm or 9am-5pm M-F
Salary : $55,000 - $65,000
