What are the responsibilities and job description for the Client Services Associate position at Titleist Asset Management?
Job Summary
Randy Fowler, CLU® and Investment Advisor at Titleist Asset Management (TAM) is seeking a Client Service Associate to assist him with various client and advisor support activities. Randy helps over 100 families and small business meet their investment and financial goals throughout Oklahoma, Texas, Florida, Pennsylvania, Utah and Illinois. Please visit our website at https://www.tamgmt.com/#/team/randy-fowler for more information. This is a part-time job targeted for 25 - 38 hours per month.
Job Description: Client Service & Business Support
The ideal candidate will have some background in financial services who desires to assist the advisor in a variety of client support activities. The candidate must be proficient in answering client communications, organizing information, producing reports and performing other client service activities.
Job Requirements and Responsibilities
- Excellent communication (verbal and written), presentation, time management, and organization skills
- Positive attitude with a desire to listen to client and advisor needs, understand complex issues, and proactively follow up with detailed service and solutions on a daily basis
- Multi-tasking and critical thinking skills with the ability to work under tight deadlines
- Extreme attention to details
- Self-starter with an excellent work ethic who is coachable and able to work in a team environment
- Conduct transactions on behalf of clients
- Coordinate client service activities with the advisor and custodian
- Very proficient in Adobe Acrobat, Microsoft Excel, Microsoft Word and Quickbooks
- Manage performance reporting software for client accounts and model portfolios
- Manage Client Relationship Management (CRM) database
- Maintain files and records in accordance with Titleist’s record retention policy
- Successful completion of background check and pre-employment assessments
Reply to: rfowler@tamgmt.com
Job Type: Part-time
Pay: $18.00 - $22.00 per hour
Expected hours: 6 – 10 per week
Ability to Commute:
- Edmond, OK 73034 (Required)
Work Location: In person
Salary : $18 - $22