What are the responsibilities and job description for the Client Services Associate position at BLEDSOE ASSET MANAGEMENT, LLC?
Client Services Support
Location : Phoenix, AZ
Status : Full-time - Exempt
JOB SUMMARY :
This position is responsible for both the client service and administrative functions necessary to support the client relationship and management of the client engagement.
In this role, you’ll work directly with financial advisors to support their efforts with clients in growing their client base. You’ll be responsible for operational tasks and completing follow-ups, working to ensure our clients are well served.
The ideal candidate would be self-motivated, sales-minded, customer-focused and detail-oriented with a high degree of computer literacy, the willingness to learn new processes, and the ability to merge into a team-oriented work environment.
A service-based attitude and exceptional problem-solving skills are essential.
TECHNICAL / SOFT SKILLS (Required)
Exceptional client service and hospitality skills
Enjoy collaborating and being a part of a team that puts clients first
Ability to multitask and skillfully manage a fluctuating workload
Effective communication skills - verbally and written
Effective organization and time management skills
Strong attention to detail
Advanced Microsoft Office skills
Ability to quickly learn new technology tools, platforms, and software
Ability to obtain a Series 65 license
EDUCATION and EXPERIENCE
A bachelor’s degree
3-5 years relevant experience in a related field or area
DUTIES INCLUDE, but not limited to :
Support the onboarding process for new clients
Support in preparation and follow-up for client and prospective client meetings
Assist clients with accounts and logging in
Assist in sending clients statements when requested
Run reports and prepare documents necessary for quarterly client portfolio reviews
Maintain files, both electronic and physical
Take detailed notes in CRM (Redtail) on all processes and client interactions
Follow all standard operating procedures to ensure steps of service are being met, as well as maintaining compliance standards
Send client welcome kits
Schedule client appointments
Support in preparation and follow-up for client and prospective client meetings
Actively engage in available training / cross-training and educational and / or professional development opportunities to remain current on firm and industry policies and procedures.
Assist with other office functions such as mailings, call campaigns, answering phones, greeting clients, filing, maintaining break areas, ordering supplies, and all other duties as assigned
SALARY AND BENEFITS
Base Salary - based on experience
Performance based incentive pay
401K plan with employer match
Financial support for continuing education
Work / life balance
Please do not apply for this position unless you have :
Excellent verbal and written communication skills
A desire for growth and continual learning
Interested candidates will not be considered without a written cover letter, resume and income requirements