What are the responsibilities and job description for the Stone Point Financial Services Client Service Associate position at Get It - Finance?
Job Overview
We are in search of a meticulous and client-focused professional to join our team as a Client Service Associate at Stone Point Financial Services. This pivotal role is designed to support our Financial Advisors by facilitating exceptional client interactions, managing essential administrative duties, and enhancing operational effectiveness. Your contribution will be key in fostering a seamless experience for clients and advisors alike.
Key Responsibilities
This position presents an exciting opportunity for professional growth within the financial services industry, enabling you to advance your career while delivering top-tier client support. If you are eager to enhance your skills and expand your professional network, we welcome your application!
Employment Type: Full-Time
We are in search of a meticulous and client-focused professional to join our team as a Client Service Associate at Stone Point Financial Services. This pivotal role is designed to support our Financial Advisors by facilitating exceptional client interactions, managing essential administrative duties, and enhancing operational effectiveness. Your contribution will be key in fostering a seamless experience for clients and advisors alike.
Key Responsibilities
- Assist in Client Meetings - Prepare necessary documentation, compile reports, schedule appointments, and ensure prompt follow-ups.
- Provide Outstanding Client Service - Respond to client inquiries, process requests, and effectively resolve issues, all while maintaining compliance with regulatory standards.
- Collaborate with Broker-Dealer - Support new account setups, oversee account maintenance, and ensure adherence to industry regulations.
- Manage Account Transactions - Accurately process and service all account-related documentation, utilizing paperless methods such as eSignatures when available.
- Generate Performance Reports - Aid in the preparation of monthly and quarterly consolidated performance reports.
- Maintain CRM Database - Keep client information current and ensure compliance with service models.
- Prioritize Multiple Tasks - Efficiently navigate various responsibilities while aligning with business objectives.
- Proficiency in Outlook, Word, Excel, and PowerPoint.
- Exceptional written and verbal communication skills.
- Strong organizational abilities to manage time effectively and balance multiple responsibilities autonomously.
- Ability to build and nurture relationships with clients and internal stakeholders.
- Preferably a bachelor's degree in a business-related discipline.
- A minimum of 2 years of experience in the financial services sector, demonstrating knowledge of brokerage operations and financial products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Experience within an independent advisory environment is advantageous.
This position presents an exciting opportunity for professional growth within the financial services industry, enabling you to advance your career while delivering top-tier client support. If you are eager to enhance your skills and expand your professional network, we welcome your application!
Employment Type: Full-Time
