Senior Client Services Associate

At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met.

Our work environment includes:

·      Modern office setting

·      Growth opportunities

·      Lively atmosphere

·      Safe work environment

POSITION SUMMARY

The Senior Client Service Associate supports a team of financial advisors in multiple facets of client engagement. They are the primary point of contact for clients on a day-to-day basis. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa currently.

Equal Opportunity is Real Here

SCS embraces diversity and equal opportunity as essential to the core of who we are.

We are committed to building a team that represents a variety of backgrounds, perspectives,

and skills.

ESSENTIAL FUNCTIONS

• Provide expert level support to assigned advisory team by administering client data gathering, paperwork preparation and monitoring and ongoing administrative support.
• Maintaining database records, including recording detailed notes in CRM software on tasks, client records, activities, etc.
• Scheduling and prepping client meetings
• Drafting and processing correspondence to and from clients
• Managing paperwork workflows from initiation to completion
• Preparing, processing, and tracking paperwork required for client processing.
• Executing the client onboarding process
• Attending client meetings as determined necessary by financial advisors.
• Assisting with the firm’s compliance requirements
• Running best practice reports to assist financial advisors with practice management functions.
• Communicating with clients and internal staff to resolve account-related issues.
• Managing and maintaining online access points for clients
• Coordinating with clients to gather missing information.
• Resolving customer service case files
• Other duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Excellent written and verbal communication skills.
• Strong presentation skills.
• Strong analytical and research skills
• Ability to design and implement practical training. 
• Outstanding customer service, multi-tasking, and problem-solving skills.
• Proficiency in Microsoft Office applications and proven ability to quickly learn other software applications as needed.
• Interpersonal skills, notable attention to detail, outstanding time management, and organizational skills.

EDUCATION AND EXPERIENCE:

• Bachelor’s Degree in a related area preferred.
• At least seven (7) years of administrative experience in wealth management services.
• FINRA Licenses 7 & 63 Required.

WORK ENVIRONMENT/PHYSICAL DEMANDS

• Work in office Monday – Friday from 8:00am-4:30pm
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at time.

BENEFITS:

In exchange for your expertise, we offer:           

• Competitive salary plus bonus opportunities
• 100% coverage of medical/dental/vision care premiums for employees
• Generous 401(k) matching contributions of employee salary deferrals
• Vacation and paid holidays
• Ongoing career development, including training/certification
• Regular employee appreciation events and social outings

DISCLAIMER

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.