What are the responsibilities and job description for the Client Services Associate position at Unifi Advisors?
The primary role of the Client Service Associate (CSA) is to provide administrative support to a team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients.
Responsibilities:
- Answer phones, schedule appointments, and prepare materials for client meetings
- Keep client management systems up-to-date with client information
- Assist with information and documentation requirements for new accounts, transfers, and more
- Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
- Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
- Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
- Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
- Prior customer service experience (financial services background preferred)
- Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications
- Ability to analyze and research information
- Plenty of drive, initiative and motivation
Core Competencies:
- Organized with a strong attention to detail and problem-solving abilities
- Effective oral and written communication; able to explain complex information clearly and
- simply
- Time management skills with the ability to handle multiple projects and deadlines
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partner
Preferred:
- Series 7 (or 6 and 63) and 65/66 licenses
- PA Life and Health Insurance Licenses
Job Type: Full-time
Pay: $45,000.00 - $52,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Experience:
- Financial services: 2 years (Preferred)
License/Certification:
- FINRA License (Preferred)
Ability to Commute:
- Harrisburg, PA 17110 (Required)
Work Location: In person
Salary : $45,000 - $52,000