Client Services Associate

Small, financial services company in Tysons, is looking for a Client Services Associate to join their team in a mostly remote capacity.

Hours / Schedule : Full-time flexible, but would entertain a part-time arrangement for the right candidate.

Job Type : Contract to Hire

Location Requirements : Hybrid initially but could be fully remote

Rate : $35 – $40 / hour

Job Description : Responsibilities :

• Oversee new client onboarding : Account opening, document management, proactive communication, and follow-up with advisors and clients
• Administrative tasks : money movement, account transfers, registration and address changes, monitor and respond to time-sensitive alerts, prepare reports using CRM or performance software
• Data Management : maintain client records on CRM system, review and manage accurate records for assets held away, custodial accounts, and required minimum distributions
• Collaboration : Participation in internal meetings (Client Experience & Tax Document Management) and contribute to firmwide initiatives to drive process improvement and implement operations projects. Also assist with marketing campaigns, client segmentation webinars, and events.
• Communication : actively communicate with clients, internal, external, and corporate partners via phone, email, and Zoom.
• Compliance : Adhere to firm, corporate, and industry policies, procedures, and compliance requirements regarding money movement, correspondence, marketing, events, and gifting

Qualifications :

• Excellent verbal, written, presentation, and interpersonal skills
• Strong attention to detail while working in a fast-paced, multi-tasking environment
• Ability to work independently to problem solve and meet deadlines while maintaining a high standard for service and accuracy
• Utilize team approach – facilitate and participate in discussions and decision-making
• Operational knowledge of basic office equipment : computers, copier, fax, phone
• Advanced user of Microsoft suite, specifically Excel and Word

FlexProfessionals respects and seeks to empower each individual and support the diverse cultures, perspectives, skills, and experiences of its candidate network. FlexProfessionals does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. The candidates whose resumes are shared with our business clients are selected on the basis of qualifications, merit, and business needs.

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Salary : $35 - $40