What are the responsibilities and job description for the Client Service Associate position at Success Spark Solutions?
Qualifications
Job Description
This employee-owned firm manages about $600 million. The Client Service Associate is an integral part of the overall client experience,
engaging in frequent client contact and communication with advisors. This individual will handle
initial and most frequent points of communication with clients and assist with vital operational
procedures in the firm’s day-to-day business.
Essential Responsibilities
Skills: organizational skills,client contact,familiarity with portfolio accounting systems (orion),paperwork,experience with schwab advisors services,checks,communication,communication skills,microsoft office proficiency,alternative assets,attention to detail,skills,analytical thinking,administrative,ach,administrative skills,customer service,client accounts,crm
Job Description
This employee-owned firm manages about $600 million. The Client Service Associate is an integral part of the overall client experience,
engaging in frequent client contact and communication with advisors. This individual will handle
initial and most frequent points of communication with clients and assist with vital operational
procedures in the firm’s day-to-day business.
Essential Responsibilities
- Verify all requests to custodians are received and handled to completion
- Coordinate, prepare, mail, and process initial document packages
- Answer phones and assist clients with money movement request (checks, journals, wires, ACH), account transfers, tax documents, and beneficiary updates
- Manage new document intake, reconciliation, and follow up with clients on missing items
- Monitor custodian account alerts, research issues and determine a resolution in accordance with the firm’s client service guidelines
- Handle all non-advisory tasks for the professional advisory team
- Input and maintain accurate client information in databases and software applications
- Track outstanding client transfers and purchases/redemptions of alternative assets
- Effectively manage and prioritize workflow created from CRM action items, phone calls from clients, emails, and additional work not flowing through the central database
- Scan and file paperwork directly generated by personal daily activities and assists the team with scanning/filing when necessary
- Ensure complete cost basis information for client accounts is updated and available with the appropriate custodian
- Excellent communication skills and sense of urgency
- Excellent customer service and administrative abilities
- Can-do attitude, enthusiastic, and a strong aptitude for learning
- Ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essential
- Organizational skills and attention to detail are critical given the nature of paperwork,
- Intelligent, analytical thinker with the ability to draw on a range of resources to ensure a highquality outcome across the position responsibilities
- Bachelor’s degree preferred
- Minimum of one (1) year experience in the financial services industry with a concentration in securities and investment operations
- Experience working with Schwab Advisors Services is preferred
- Familiarity with portfolio accounting systems is preferred (Orion)
- Microsoft Office proficiency
Skills: organizational skills,client contact,familiarity with portfolio accounting systems (orion),paperwork,experience with schwab advisors services,checks,communication,communication skills,microsoft office proficiency,alternative assets,attention to detail,skills,analytical thinking,administrative,ach,administrative skills,customer service,client accounts,crm
Salary : $50,000 - $80,000
