Client Service Associate

Client Service Associate

Description:

The Client Service Associate role is a full-time position and plays a key role within the everyday operations of servicing our client relationships. This role requires excellent administrative capabilities, effective communication skills, superior organization, an ongoing attention to detail, and efficient time management. This position provides administrative support to both team members and clients by performing a variety of complex duties including but not limited to the functions and competencies outlined below. The Client Service Associate will be a direct report to the Operations Manager.

Core Roles:

Consistently deliver a top-tier client experience

· Focus on the client as the top priority

· Maintain a high standard of documentation and comprehensive deliverables to the internal team and clients serviced.

· Refine and reevaluate client service processes from start to finish identifying opportunity areas that would elevate the team and client experience.

Client Support

· Answer phone calls in a professional manner (second ring group) to process incoming requests or transfer to the appropriate person for questions relating to their financial plan and higher-level service needs

· Gather records and process pertinent information from clients or financial institutions for record maintenance or further analysis by other team members

· Coordinate forms and documents to prepare for client meetings and annual reviews

· Maintain client database using CRM software to maintain records in an accurate, up-to-date manner as well as input routine dictation/notes, correspondence and emails with speed and accuracy

· Execute all functions necessary to maintain current client files, and other required client records (physical and digital files) in accordance with compliance guidelines and regulations for correspondence, reports, reference material, confidential and non-confidential material, etc.

· Manages all procedures and meeting follow-up necessary to service investment accounts (e.g., withdrawals, transfers, collating and mailing documents, generating various investment reports as needed, etc.)

· Process all requests/transactions (withdrawals, bene updates, copies of tax forms, etc.) that come in via mail, email, fax, call, etc. and respond to client inquiries regarding actions taken to accomplish requests, inquiries, and goals

· Ensure completion of all requests by utilizing CRM tasks (task lists should be monitored daily)

· Review the Notebook Schedule daily and prioritize accordingly

· Process Copy Talk notes and assigning associated tasks

Office/ Team Support

• Take ownership of the entire client service process exceeding the advisor’s expectations with the foundational goal of always enhancing the client experience
• Support financial advisors with client retention initiatives
• Assist with client onboarding processes, integrations, and paperwork
• Assist financial advisors with the financial planning process by building out tools such as MoneyGuide Pro and other in-house client and prospect deliverables

· Offer additional support to all team members

Required Task, Skillsets, and Related Knowledge

· Excellent written and verbal communication skills

· Outstanding attention to detail

· Adeptness at prioritization and proactive planning with ability to complete multiple time-sensitive tasks, responding to urgent needs

· Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environment

· Capability to excel in a team environment as well as working independently

· Desire to serve clients and co-workers with excellence

· Strong technical and analytical skills

· Prior financial industry and customer service experience a plus

Disclosure

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the individual filling the role of Service Associate for Golden Circle Financial Group. Duties, responsibilities, and activities may change at any time with or without notice based on client and operational goals. Therefore, GCFG has the right to revise this job description at any time. This job description is not a contract for employment, and either party (yourself or GCFG) may terminate employment at any time, for any reason. A satisfactory background check will be required upon employment as well as execution of a noncompete/confidential agreement.

Job Type: Full-time

Pay: $50,000.00 per year

Benefits:

• 401(k)
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan

Education:

• Bachelor's (Preferred)

Experience:

• Financial Service: 1 year (Preferred)
• Client services: 1 year (Preferred)
• Banking: 1 year (Preferred)

Ability to Relocate:

• Lubbock, TX 79423: Relocate before starting work (Required)

Work Location: In person