- Primary processor of new accounts and account maintenance requests from all CWM Advisors
- Professionally provides primary point contact with our custodians
- Service client needs and requirements as determined through Client Service Manager coordination
- Assist in developing annual client review materials
- Maintain accurate and complete client information in the database
- Interact with Client Service Manager team on all case requirements and follow up
- Develop and maintain written procedures of all activities
- Attend all training and information sharing meetings scheduled for the Service team
- Adhere to all company and industry supervisory guidelines and policies
- Other duties as assigned
- Knowledge of Financial Advisor office tools (i.e. Orion, SalesForce, etc.) preferred
- Knowledge of Microsoft Office, including Word, Excel, and Outlook required
- Excellent interpersonal & communication skills
- Excellent attitude and an extraordinary client service orientation
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- Ability to handle multiple tasks with precision
- Analytical and research skills
- Ability to troubleshoot and problem solve
- Desire to provide the highest quality of service
- High level of attention to detail
- Sedentary work that primarily involves sitting/standing.
- Repeating motions that may include the wrists, hands and/or fingers.
- Remaining in a stationary position, often standing or sitting for prolonged periods.
- Bachelor's degree in business administration, accounting, finance, or similar field preferred or commensurate career experience
- Experience working in a professional office environment preferred
- 3 years of experience in the financial industry preferred
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Client Service Associate - Omaha, United States - Carson Group Holdings, LLC
Description
Who We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
The role of the Client Service Associate is to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained. This role will provide on-going service and support to Client Service Managers and Advisors by providing service that exceeds expectations. This includes determining what actions need to be completed to open new accounts and perform maintenance on existing client accounts on an accurate and timely basis. Coordination of projects, training, and on-going development of improved office procedures is also required. The Client Service Associate must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders.
What To Expect
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
