What are the responsibilities and job description for the Client Service Associate position at Lead Advisor?
Lead Advisor is a wealth management recruiting and consulting firm. We are working on multiple Client Service Associate roles Essex County.
Job Summary:
We are looking for an ambitious and adept candidate who is passionate about providing exceptional client service and thrives in a fast-paced environment. This role includes a mix of client-facing activities and administrative tasks that will expand your skill set and make a meaningful impact on our business. High-level responsibilities include preparing pre- and post- meeting client materials, onboarding prospective clients and any other administrative tasks to support the needs of the team. To succeed in this role, you will need to be detail-oriented, along with having excellent communication skills, empathy and a collaborative spirit.
Responsibilities:
- Assist Operations Team with day-to-day client needs (sending statements, tax documents, reports, beneficiary updates, opening new accounts, bank links, etc.)
- Document tasks and update information in CRM and other platforms.
- Assist with money movement requests.
- Track and deposit checks received and process in compliance with the company and broker-dealer standards.
- Perform office and administrative tasks.
- Assist with pre-meeting preparation materials.
- Run Insurance Quotes and assist with insurance processes.
- Update and maintain client accounts and profiles.
- Assist and support team members, where needed.
- Monitor and maintain team calendar, phones and compliance emails.
- Manage and maintain Constant Contact correspondence and any other digital platforms.
- Assist with maintaining compliance records and reports.
- Reconcile and troubleshoot daily custodial alerts.
Knowledge and Skills
- Enthusiasm for helping clients and other team members
- Excellent communication and interpersonal skills
- Must possess high standards of professional ethics
- Extremely proactive, reliable and success-driven
- Must be detail-oriented, organized and resourceful
- Able to multi-task in a fast-paced environment
- Knowledge of Microsoft Office preferred
- Able to identify, escalate and problem-solve
Education and Experience
- Bachelor’s degree from a four-year college or university
- 2 years of experience in the financial services industry or related experience
- Conduct with the highest level of integrity and confidentiality
- Knowledge of Microsoft Office and Salesforce preferred
Location: In office 5x a week
Salary : $60,000 - $75,000
