What are the responsibilities and job description for the Client Services Analyst position at Summit Financial?
Client Service Associate
Job Description and Responsibilities:
Investments & Analysis
● Process and confirm transactions
● Prepare and organize account applications
● Develop expertise with platforms and systems utilized
● Maintain and update records of transactions via investment logs
● Update client investment summaries and prepare investment portfolio proposals
Insurance
●Coordinate, process, and track applications through underwriting
●Update client insurance summaries; manage the insurance log
●Send periodic client reminders and updates to service client policies
Administrative
● Backup administrative support to Executive Assistant
● Handle personal projects for team leader and team to maximize efficiency
Client Servicing
● Responsible for servicing and maintaining client relationships
● Communicate effectively with high net worth clients
● Preemptively service clients
● Prepare advisor for client meetings and manage all investment and insurance follow-up
● Proactive mindset, requiring ability to be highly organized
Product Knowledge
● Develop knowledge of current investment products
● Serve as liaison between advisor and wholesalers/strategic alliances
● Maintain current knowledge of procedural and regulatory investment requirements
Requirements:
● Advanced Excel and “follow up” skills
● Highly organized, self-motivated and extremely detail oriented
● Bright, loyal team member with a great work ethic
● Positive “can do” attitude
● Able to work quickly and multitask without compromising quality or accuracy
● Extremely responsible; professional and presentable at all times
● Superior oral and written communication skills
● Efficient and effective time management skills
● Insurance licensed preferred
● Bachelors degree in Finance, Accounting, or Economics and 2 - 5 years industry experience preferred