Client Relationship Associate (5 years experience preferred)

Client Relationship Associates help shape the future of service by modernizing the client experience through an elevated standard of care. This role assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. Responsibilities include:

• Client Relationship Associates cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
• Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure
• Client Relationship Associates confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
• Review and take appropriate action on client account alerts
• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
• Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
• Client Relationship Associates proactively participate in firm initiatives directed by local management
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors Qualifications:

Education, Experience, Skill:

• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Strong computer skills and knowledge of Microsoft Office products
• Exceptional writing, interpersonal and client service skills
• Detail orientated with superior organizational skills and ability to prioritize tasks
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Goal oriented, self-motivated and results driven

Job Type: Full-time

Pay: $70,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Compensation Package:

• Bonus opportunities

Application Question(s):

• Do you have any Securities training or licenses, such as Series 63, 65, 66, 7 or life/health?

Experience:

• Office: 5 years (Preferred)
• Financial services: 3 years (Preferred)

License/Certification:

• Securities Industry certification (Preferred)

Ability to Commute:

• Westerville, OH 43082 (Required)

Ability to Relocate:

• Westerville, OH 43082: Relocate before starting work (Required)

Work Location: In person

Salary : $70,000 - $100,000