The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including 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. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.
Job Type: working hour is flexible and Salary: $27-39 /hour
Responsibilities:
Inbound client calls, schedule appointments, and prepare materials for client meetings
Maintain CRM/Salesforce with up-to-date with client information
Assist with various documentation requirements for new business
Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
Communicate with outside business vendors (Annuity companies, Insurance carriers, 529 providers, etc.)
Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
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.,
Requirements
Requirements:
Strong customer focus, excellent verbal and written communication skills; able to explain complex information clearly and simply
Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment
Organized with a strong attention to detail and problem-solving abilities
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Strong analytical skills and ability to research information
Demonstrates drive, initiative, and motivation
Proficiency in Microsoft Word, Excel; Salesforce experience preferred
Able to utilize internal resources, training & self-service options available such as iKnow, Resource Center, LPLU, etc
Preferences:
Bachelor’s degree; preferably in Communications, Business, Accounting, or Finance
Experience working with Financial Advisors, Branch and Home Office support teams or related Industries (Insurance, Banking, etc.)
Benefits
Benefits
Health insurance
Retirement plan
Dental insurance
PTO
401K
Seniority level
Associate
Employment type
Full-time
Job function
Customer Service
Industries
Technology, Information and Internet
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