Client Services Associate

Job Summary

Celebrating more than 43 years of serving the financial needs of our community, Martinelli Financial Services is seeking a dynamic Client Services Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality / high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. This role provides unlimited upside potential as you will also have the opportunity to grow your role and expand to other roles, including the potential of managing your own clients if you would like. Come grow with us and see where a career at an independent financial firm could take you!

Responsibilities

• Serves as first point of contact to service daily client interactions, including basic inquiries, providing details and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
• Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
• Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
• Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports
• Reviews, assesses and responds to all corporate action items and client account alerts.
• Prepares financial reports, and other materials for client meetings.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• Actively engages in available training / cross-training and educational and / or professional development opportunities to remain current on firm and industry policies and procedures.

Qualifications

College Education

Industry experience preferred but not required

Series 7, 63 and 65, or 66 licenses are a plus

Insurance Licenses also a plus. The ideal candidate will acquire Insurance licenses within 12 months

An equivalent combination of experience, education, and / or training as approved by the firm.

Skills, And Abilities

Skill in

Client Relationship Management (CRM) software, or similar contact management software.

Goal planning software.

Excel, including developing spreadsheets as needed and for ongoing reporting.

Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Ability to

Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Analyze and research account information.

Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Identify time sensitive items and assess competing priorities.

Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.

Handle stressful situations and provide a high level of customer service in a calm and professional manner.

Analyze problems and establish solutions in a fast-paced environment.

Use mathematics sufficient to process account and transaction information.

Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.

Work both independently and as part of a cohesive team.

Provide a high level of customer service.

We expect our associates at all levels to :

Grow professionally and inspire others to do the same

Work with and through others to achieve desired outcomes

Make prompt, pragmatic choices and act with the client in mind

Take ownership and hold themselves and others accountable for delivering results that matter

Contribute to the continuous evolution of the firm

Benefits to working with MFS

We believe in growing both personally and professionally throughout your career. Being a boutique upscale independent firm our goal for someone in this role is to continue to grow with our firm. With that being said, there is no ceiling to your personal and professional development at MFS.

Other Benefits Include :

Hybrid Schedule

Bonus Structure

Retirement Plan

Health Insurance

Summer Fridays