What are the responsibilities and job description for the Client Services Associate - Financial Firm - Gastonia, NC position at Advisor Employee Services?
Client Services Associate
Our Retirement Planning firm, Wilson Financial Group in (Gastonia, NC) is seeking a highly organized and detail-oriented Client Services Associate to join our team. The ideal candidate will play a key role in ensuring a seamless and efficient service process for our clients. You will be responsible for managing incoming service calls, processing service work, maintaining accurate client information, and ensuring timely follow-up and communication. This position requires exceptional organizational skills, an ability to multi-task, and a proactive approach to client service.
Qualifications:
- Strong communication and interpersonal skills, with the ability to interact effectively with clients and team members.
- Attention to detail and strong organizational skills, with the ability to manage multiple tasks simultaneously.
- Proficiency in CRM systems, CLIC, and familiarity with custodian platforms preferred.
- Previous experience in client service, financial services, or a related field is a plus.
- Ability to work independently and as part of a team in a fast-paced environment.
- Strong problem-solving skills and the ability to handle client inquiries and issues with professionalism and urgency.
Key Responsibilities:
- Receive and manage incoming service calls, providing prompt and professional assistance to clients.
- Process service work, ensuring timely and accurate completion of all requests.
- Submit contributions to client accounts and ensure all processes are completed correctly.
- Maintain and update the blotter to track and monitor service requests and activities.
- Follow up on service work, ensuring clients are kept informed and that requests are processed within established timelines.
- Process Required Minimum Distributions (RMDs) and ensure compliance with relevant regulations.
- Prepare materials and agendas for client Progress meetings, ensuring all necessary documentation is ready.
- Maintain appropriate workflows for service work items to ensure consistent and efficient processing.
- Keep client information up-to-date in CRM, CLIC, and with custodians to ensure accuracy and completeness.
- Service CIR Statements, including password resets, account value updates, and account name changes.
- Complete all necessary preparations for client meetings, ensuring that all relevant materials are organized and available.
Salary:
- $40,000-$50,000/year based on experience
- Quarterly Bonus
Benefits:
- PTO after 90 days
- 401k enrollment after 30 days
- Health Insurance
Hours:
- Monday-Thursday: 8:00 am – 5:00 pm
- Fridays: 8:00 am – 12:00 pm
- Some evenings required for client events
If you meet or exceed the expectations described above, please apply today!
Presented by Advisor Employee Services Thank you for your interest in the Client Services 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 : $40,000 - $50,000
