Senior Client Service Associate

Senior Client Service Associate

Requirements

• 4-year degree preferred
• 5-7+ years of financial administration experience preferred
• 3+ years of customer service/administrative experience preferred
• Strong interpersonal skills required to develop team and client relationships
• Professional presence and communication skills
• Strong attention to detail and process
• Good problem-solving skills, ability to work with deadlines and prioritize work
• Proficient with Microsoft Office
• Salesforce experience a plus

Responsibilities

• Collaborate cross-functionally with operations team to support the Financial Advisors and their clients by leading and implementing the client service model
• Facilitate new account set up at the custodial level; follow up on fund transfers
• Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
• Ensure accurate completion of prospect/new client paperwork and set up
• Maintain Salesforce database and client files (filing, copies, data input)
• Research and follow up on any issues with the broker/dealer, vendors, and Wealth Enhancement Group operations department
• Record incoming assets to the appropriate blotting tool
• Learn company product suitability guidelines, financial operational processes, and financial sales processes
• Support client service functions for all teams as requested

Preferred Qualifications

• Salesforce experience a plus