Senior Client Service Associate

Senior Client Service Associate

Requirements

• 4-year degree preferred
• 2+ years of customer service /administrative experience required
• 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
• Extraordinary team player who enjoys collaborating with others
• Proficient with Microsoft Office
• Salesforce experience a plus

Responsibilities

• Responds to and resolve client requests; complete necessary financial paperwork to execute trades, change beneficiaries, establish trusts, etc.
• Ensures accurate completion of prospect / new client paperwork/set up
• Maintains Salesforce-CRM database and client files (Filing, copies, data input)
• Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
• 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

• Financial administration experience is a plus
• Series 7 and 66 or 7, 65 and 63 licenses preferred
• Salesforce experience a plus