What are the responsibilities and job description for the Client Services Associate position at Asset Strategies?
This position supports Asset Strategies' Financial Advisors. This person will work directly with both Advisors and other support staff associates ensuring our clients receive top-notch customer service in a timely manner. This position provides potential to grow with the company.
Qualifications
- 3 years (minimum) financial industry experience. Preferred experience working with a Registered Investment Advisory Firm
- Extremely detailed oriented
- Desire to work outside of the proverbial box, going above and beyond
- Excellent verbal and written communication
- Ability to multi-task with precision (able to start, stop and go back to tasks)
- Ability to prioritize continually
- Genuinely enjoys communication with clients (via the phone, email & face-to-face)
- Customer service driven
- Proactive
- Highly organized
- Leader mindset
- Self-starter
- Problem solver
Our desire is to bring on board the next team member that will compliment our committed team and be a part of our continued growth.
Following is a list of activities this position handles on a regular basis, but is not limited to:
- Manage high volume incoming client requests
- Assist in opening new client accounts
- Prepare client meeting/review materials
- Facilitate rollover calls
- Take client phone calls
- Travel to our Lincoln office (on occasion)
- Handle existing account maintenance which typically includes things such as, but not limited to:
- Link bank accounts to investment accounts
- Establish automatic investment plans/contributions
- Update account information such as beneficiary information
- Process distribution/contribution requests