What are the responsibilities and job description for the Client Service Associate 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:
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
Minimum Requirements:
- 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
Responsibilities:
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
Salary:
- $55,000-$65,000 BOE
Benefits:
- Health insurance
- PTO
- Simple IRA
- Discretionary Bonus
Hours:
- 8am-4pm or 9am-5pm M-F
Presented by Advisor Employee Services Thank you for your interest in the Client Service Associate role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $55,000 - $65,000
