What are the responsibilities and job description for the Client Service Associate - CapTrust Financial Advisors position at HR Solutions Group?
CapTrust, located on 8th Street in beautiful downtown Holland, is seeking a full-time Client Service Associate. This position offers a great opportunity for a highly detailed individual to join an established team in the financial industry. We are expanding our Customer Service team to support our institutional growth.
At CapTrust, our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation. To learn more about us, please visit https://www.ctfa.com/
Some responsibilities of our Client Service Associate would include:
- Respond to client requests primarily through phone and email. May include resolving their needs or referring to other team members for additional support.
- Execute client related transactions like new account set up, asset movements, gifting, deposits, portal access, etc.
- Utilize multiple software programs to manage client data and work-flow tasks
- Provide problem solving and execution support to clients and Cap Trust team
We think our ideal candidate has the following skills and experience:
- High value for accuracy – takes pride in thoroughness of their work
- Fulfilled when supporting/helping others by executing tasks with excellence
- 2 years of data management or professional customer service experience
- Can manage multiple tasks concurrently, some with end of day deadlines
- Outstanding communication skills (concise, timely and thoughtful) – with clients, team members and outside professionals
- Values having a system that invites collaboration and efficient use of time and resources when working with multi-step processes
- Strong proficiency in Microsoft Office. Experience with Salesforce or other CRM software would be advantageous.
For immediate and confidential consideration, please apply today!
