Client Service Associate - US Financial Services

U.S. Financial Services’ Elmsford office is looking for the right individual to complement our team. The Client Service Associate will work in a dynamic, fast-paced team environment, in a challenging and rewarding client service role. We view our clients as part of our family and the perfect candidate will continually strive to foster that approach.

We adopt a positive work environment that values dedication, collaboration, selflessness, integrity, and fulfillment. We offer robust mentors with long-tenured leadership. Most importantly, we want to grow with our employees, so there are growth opportunities in virtually every position within the company. Our sense of community and dedication is conducive to creating a healthy work-life balance. This is the perfect opportunity to work independently while also working very closely with your team - knowing that everything you do has an impact on your colleagues and the clients that we serve together.

Summary

The Client Service Associate reports to the Client Service Manager and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. It is critical you possess strong written and verbal communication skills and enjoy the excitement of multi-tasking and shifting focus as needed.

Essential Duties And Responsibilities

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards; provide exceptional “meet and greet” first impressions to clients and/or prospective clients
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Maintain CRM database; define and ensure adherence to appropriate client service models
• Manage multiple and competing priorities on a daily basis in pursuit of business objectives
• Analyze current workflow procedures to continually identify potential improvements as available technology and software systems evolve
• Other responsibilities as assigned by the Client Service Manager
  
  

Supervisory Responsibilities: None

Knowledge, Skills, And/or Abilities

• Excellent time management and organizational skills with ability to complete multiple (and simultaneous) workflow tasks
• Highly adept at completing tasks expeditiously and accurately
• Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
• Customer Relationship Management (CRM) Database management required, Redtail CRM experience a plus
• Excellent communication skills, both verbally and in writing
• Self-starter, with an ability to work both independently and as a team member.
  
  

Education And/or Experience

• Bachelor’s degree in a business-related field preferred, not required
• Previous experience in the independent financial services culture would be helpful
  
  

Certificates, Licenses, Registration

• None required
  
  

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
  
  

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.