What are the responsibilities and job description for the Client Services Associate position at Rockstar?
Rockstar is recruiting for a client that is a reputable financial services firm located near Fort Wayne, IN. They are seeking a Client Service Associate to join their team. This role is integral to the team, and the successful candidate will be responsible for providing high-quality service to clients and ensuring client priorities are executed accurately.
Responsibilities:
- Perform operational or administrative functions for client-related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
- Research client and security information through the back-office system.
- Complete and process paperwork for new and existing clients, such as (but not limited to) Investment Management Agreements, Annuity Applications, Life Insurance Applications, etc. in a timely, but thorough manner.
- Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
- Prepare and review all new account paperwork to ensure documents are complete and in good order.
- Follow all established audit and compliance procedures.
- Consistently document client service interactions into the CRM tool.
- Work with the advisory team to capture and document important actions and ensure they are completed in a timely manner.
- Provide client and administrative support to multiple financial advisors including the establishment of new accounts, asset transfers, money movements, and other client directives.
- Act as a liaison between custodians, vendors, and the firm.
Skills & Experience Needed:
- 2-5 years in Financial Services, required
- Bachelor's Degree in Finance or related field, required
- Experience using Customer Relationship Management software, required
- Desire to be part of a team that is living with purpose, love to support others
- Care about serving people and the client experience is where one shines
- High character and integrity, trustworthy
- Alignment with organizations or groups whose mission is to serve others
- Clear and effective communication in person or over the phone
- Desire to know details and leave no stone unturned when gathering information
- Systematic in approach; weighing the pros and cons and prioritizing as a strategy
- Task-driven and have the ability to get things done quickly
- Organized and detail-oriented; able to find and access information when needed
- Process-driven and can follow a system to complete projects on schedule
- Proficient with Microsoft Office Suite including Excel, Word, & PowerPoint
- Ability to use technology and outside resources to finish projects quickly
