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Kennett Square

    Client Services Associate - Kennett Square, United States - Legacy Solutions Inc

    Legacy Solutions Inc
    Legacy Solutions Inc Kennett Square, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Client Service Associate Legacy Solutions

    Legacy Solutions, a well-established investment firm located in Kennett Square, PA, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.

    This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner.

    Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.

    Responsibilities:

    • Reception
    • Meeting Reception
    • client contact by phone and email
    • clients with service needs, including general account questions, account changes, contributions and withdrawals, sending reports and documents
    • client interactions via Redtail CRM, follow up on client meetings
    • databases of client information
    • and submit client paperwork and financial transactions accurately
    • to and correct paperwork not in good order
    • financial advisor of client issues of significant concern
    • apprised on industry and company rules and regulations
    • projects and tasks as assigned

    Desired Experience and Skills:

    • services experience preferred, but not required
    • to develop strong client relationships
    • oral and written communication skills
    • to work independently
    • solver, critical thinker and creative skills
    • to anticipate client and advisor needs
    • of working under deadlines
    • to do research to answer questions

    Technology Used:

    • CRM, DocuSign, MoneyGuide Pro, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
    • investment and insurance company websites

    We offer:

    • supportive and professional work environment
    • position has upward mobility, access to 401(k), and a salary range of $40-50k
    • opportunity for professional growth and advancement
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