What are the responsibilities and job description for the Client Service Associate position at Truepoint Wealth Counsel?
Client Service Associate Job Profile
The Client Service Associate provides operational and administrative support for the advisory team and clients. The Client Service Associate employs a strong knowledge of firm processes and completes client service tasks with a high level of efficiency. The Client Service Associate may contribute to the completion of firmwide and team Rocks.
Core Responsibilities
- New client onboarding/account setup; adhere to first-year experience standards for CRM and Laserfiche.
- Ongoing general client support: fielding calls, processing requests, depositing checks, exchanging paperwork.
- Advisor and Wealth Advisor Associate (WAA) support: processing advisor/client requests and working collaboratively across teams to solve for issues.
- Handle all administrative and operational tasks in relation to ongoing client maintenance (i.e. cashiering, new accounts, TOA and maintenance, SWP, PIP, registration changes, beneficiary updates, charitable gifting.
- Use independent judgment to execute assigned projects, identify issues, and deliver solutions, earning the continued confidence of your team members.
- Provide an efficient and superior client experience, with a satisfaction-mean rating of 9.5 or better.
Leadership, Culture & Core Values
We are a team of good people who put forth relentless effort to serve others.
Demonstrate Truepoint’s Core Values:
- We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in, and we actively help our teammates grow, and succeed.
- Of good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
- Who put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve.
- To serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues—we strive to exceed expectations.
Requirements
- A positive, client-centric mindset with the initiative and drive to exceed expectations.
- Ability to coordinate across teams and manage internal processes, with a high attention to detail.
- Self-motivated to work both collaboratively and autonomously.
- Demonstrate initiative to grow both personally and professionally as our industry and firm changes.
Physical & Environmental Requirements:
- Prolonged periods of working on a computer and occasional periods sitting.
- May have to lift up to 15 pounds.
- Minimal travel required. Frequent attendance at internal meetings required.
- Occasional attendance at meeting with outside partners.
- Travel outside the region may be required for business and/or professional development.
This position description in no manner neither states nor implies a contract of employment. Job duties and responsibilities may be added, changed or deleted at managements’ discretion at any time. This written description does not limit the duties and responsibilities by the assigned incumbent.
