What are the responsibilities and job description for the Client Services Associate position at Dynamic Advisor Solutions?
Role:
Dynamic Advisor Solutions is seeking a dedicated, detail-oriented, and positive-minded Client Service Associate to join our team in a fully remote capacity. The ideal candidate is tech-savvy, has high standards for client service, and excels in communication. A strong background in financial services, exceptional organizational skills, and a proactive approach are essential for success in this role.
Responsibilities:
- Proactively support client service needs, including paperwork processing, new account setup, account transfers, updates, move money requests, and resolving NIGO (Not In Good Order) alerts, as directed.
- Provide responsive support to advisors and custodians via phone and video calls.
- Manage client interactions through remote video calls, phone conversations, and email communication.
- Maintain and update client records and files in the CRM database, ensuring accuracy and confidentiality.
- Organize and manage document storage and client records.
- Assist with data entry and report preparation as requested by financial advisors.
- Handle confidential client and company information with discretion and professionalism.
Qualifications:
- Minimum of three years experience in an advisor support role.
- Three years of experience in financial services (e.g., banking, wealth management, insurance).
- Excellent interpersonal, customer service, and communication skills.
- Strong attention to detail and problem-solving capabilities.
- Ability to multitask and manage time effectively in a remote environment.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
- College degree preferred.
- Must pass a basic credit and background check.
- FINRA license Series 65 preferred.
Benefits:
- Competitive salary
- Comprehensive benefits package, including health, dental, and vision insurance
- Retirement savings plan
- Paid time off and holidays
- Professional development opportunities
How to Apply:
If you are interested in joining our remote team and contributing to our mission of delivering exceptional client service, please submit your resume via LinkedIn's Easy Apply feature on this job posting.
Dynamic Advisor Solutions is an equal-opportunity employer and values diversity in the workplace. We encourage individuals from all backgrounds to apply.
Thank you for considering Dynamic Advisor Solutions as your next career destination. We look forward to reviewing your application!
Salary : $50,000 - $55,000
