What are the responsibilities and job description for the Client Services Associate position at FIG Talent Solutions?
We are seeking a dedicated and detail-oriented Client Service Associate to support our financial advisory team in providing exceptional service to both new and existing clients. This role requires a high level of professionalism, organization, and the ability to multitask in a fast-paced environment. The ideal candidate will work closely with advisors and peers to ensure a seamless client experience.
Key Responsibilities:
● Support the advisor in servicing existing clients as well as new clients.
● Work collaboratively with peers to foster a positive client experience.
● Assist the advisor with appointments as needed.
● Prepare applications / forms including transfers, replacements and Roth conversions.
● Receive and respond to client service requests in a timely manner.
● Ensure the privacy and confidentiality of all client / prospect information.
● Assist with quarterly retirement classes (4 nights each quarter), which take place in the evenings.
● Troubleshoot client issues and be comfortable with contacting key carrier contacts for assistance.
● Answer client calls, voicemails, and emails on the same day they are received.
● Handling various administrative / office duties
● Utilize a CRM system to track and manage client interactions (knowledge of Redtail Technology is a plus).
Qualifications:
● Bachelor's Degree preferred but not required.
● Minimum of three years of financial industry experience required.
● Roth conversion knowledge preferred, but not required.
Other Requirements:
● Must maintain a professional appearance, demeanor, and possess a positive, friendly attitude.
● Exceptionally organized with strong attention to detail.
● Willingness to be a team player and assist peers as needed.
● Ability to take direction and be open to learning new skills.
● Strong ability to multitask and work efficiently in a fast-paced environment.
● Excellent verbal and written communication skills.
Key Competencies:
● Strong computer skills and the ability to learn new software quickly.
● Understand and have the ability to utilize CRM systems.
● Proficiency in Google Workspace applications.
This is an exciting opportunity for a motivated individual looking to thrive in a dynamic and client-focused environment. If you meet the qualifications and are eager to contribute to a growing team, we encourage you to apply.
