What are the responsibilities and job description for the Client Service Associate position at Claire Myers Consulting?
About the Role
Our client, a dynamic and growing financial services professional, is seeking a highly organized and detail-oriented individual to join their team. This on-site role involves managing the critical aspects of client onboarding, communication, business processing, and investment operations. The ideal candidate will possess exceptional follow-through skills, a proactive mindset, and the ability to maintain structure in a fast-paced environment.
Key Responsibilities
- Client Onboarding and Communication:
- Serve as the primary point of contact for clients, ensuring smooth onboarding and consistent communication throughout the relationship.
- Handle scheduling, coordination of meetings, and follow-up actions from client interactions.
- Ensure all client needs and inquiries are addressed promptly and accurately.
- Business Processing:
- Process and track new business applications, including insurance and investment operations.
- Manage underwriting processes by coordinating with clients, vendors, and internal team members.
- Maintain compliance with industry standards and operational guidelines.
- Investment Operations:
- Support investment-related client needs, including rollovers, allocation changes, and asset movement.
- Prepare reports, track performance, and execute tasks for investment-related activities.
- CRM and System Management:
- Maintain and organize the CRM, ensuring all client and business data is accurate and up-to-date.
- Develop and refine workflows to improve efficiency and client service delivery.
- Team Collaboration:
- Collaborate with leadership to implement strategies for growth and operational excellence.
- Assist in creating a structured system to support long-term business development.
Qualifications
- Proven track record of exceptional organizational and attention-to-detail skills.
- Ability to work independently while contributing to a collaborative team environment.
- Proficiency in CRM systems and general office technology.
- Ability to take a pass the series exam within 6 months.
Compensation and Benefits
- Base Salary: $50,000-75,000 annually
- Bonus Potential: Performance-based bonus
Salary : $50,000 - $75,000
