- Communicate, process, and follow up with clients on various client service items, including general questions, applications, withdrawal requests, beneficiary changes, etc. following all to completion
- Coordinate with the advisor and clients to complete and process new account paperwork, transfers, contributions, and keep client accounts in good standing
- Answer, screen, and route phone calls, assisting client directly or taking messages for other team members as
- appropriate
- Prepare, organize, coordinate, and maintain all client paperwork
- Maintain client records in database, including documentation of phone calls and conversations
- Deliver superior client service – troubleshoot problems and serve as liaison between Advisor and Client as needed
- Schedule appointments, maintain calendar, and coordinate scheduling internally and externally, as needed
- Communicate with the broker/dealer, advisory firm and product contacts
- Maintain broker records, logs, and blotters
- Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
- College graduate highly preferred, or equivalent work experience
- 3+ years of financial services experience required; ideally in B/D or RIA environment supporting a financial advisor or similar setting
- A commitment to excellence; detail-oriented, client-focused, and highly organized
- Tech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software systems quickly
- Superior phone skills; friendly and helpful in all interactions on the phone
- Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues
- Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines
- efficiently despite frequent interruptions
- Proactive team player able to work in a fast-paced environment
- Must be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor; final job offer is dependent on successful completion and approval by the broker/dealer firm
-
Guest Service Associate
1 week ago
National Health Foundation Arleta, United States**For this position, we also invite you to the NHF job fair**: · **Date: May 24, 2024** · **Time: 11:00AM - 5:00PM** · **Location: Osborne Neighborhood Church, 13501 Osborne St, Arleta, Ca 91331** · **POSITION TITLE: Guest Service Associate** · **REPORTS TO: Program Coordinator** ...
-
Guest Services Associate
1 week ago
National Health Foundation Arleta, United States**For this position, we also invite you to the National Health Foundation Job Fair**: · **Date: May 24, 2024** · **Time: 11:00AM - 5:00PM** · **Location: Osborne Neighborhood Church, 13501 Osborne St, Arleta, Ca 91331** · **POSITION TITLE: Lead Guest Service Associate** · **REPOR ...
-
Customer Service Associate
1 week ago
JARBO Kansas City, United StatesJob Description · Job DescriptionSummary - Technical Support Technician – Customer Service Associate: · JARBO is currently assisting a rapidly-growing technology and infrastructure company with identifying technically-savvy Customer Service professionals. Previous technical suppo ...
-
Client Service Associate
2 weeks ago
TalentLink Solutions Kansas City, United StatesWe are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and ...
-
Guest Services Associate
3 weeks ago
Worlds of Fun Kansas City, United StatesOverview: · $15/hour · A guest service associate at Worlds of Fun is responsible for providing excellent customer service to guests visiting the amusement park. Great communication skills and a friendly, outgoing personality are essential for this role. Specific job duties may ...
-
Guest Services Associate
3 weeks ago
Cedar Fair Kansas City, United StatesOverview: · $15/hour · A guest service associate at Worlds of Fun is responsible for providing excellent customer service to guests visiting the amusement park. Great communication skills and a friendly, outgoing personality are essential for this role. Specific job duties may in ...
-
Customer Service Associate
2 weeks ago
Capitol Federal Savings Bank Kansas City, United StatesJob Description: · Pay: Up to $16.00/hour · Job Type: Full-time · As a Customer Service Associate, you serve a valuable role in the branch by providing a world class experience for our customers through friendly and courteous service. This position is a great way to start a fulfi ...
-
Customer Service Associate
3 weeks ago
Capitol Federal Savings Bank Kansas City, United StatesJob Description: · Pay: Up to $16.00/hour · Job Type: Full-time · As a Customer Service Associate, you serve a valuable role in the branch by providing a world class experience for our customers through friendly and courteous service. This position is a great way to start a fu ...
-
Customer Service Associate
3 weeks ago
Savers | Value Village Kansas City, United States· Position at Savers / Value Village · Job Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to ch ...
-
Guest Services Associate
3 weeks ago
Worlds of Fun Kansas City, United StatesOverview:$15/hourA guest service associate at Worlds of Fun is responsible for providing excellent customer service to guests visiting the amusement park. Great communication skills and a friendly, outgoing personality are essential for this role. Specific job duties may include: ...
-
Environmental Services Associate
1 week ago
SSM Health Midwest City, United StatesSSM Health Parklawn Drive [Sanitation Worker] As an Environmental Services Associate at SSM Health, you'll: Clean patient rooms, offices, classrooms, work areas and public areas as assigned and according to proper processes; Handle all laundry items by sorting and placing in prop ...
-
Customer Service Associate
3 weeks ago
Capfed Kansas City, United States Part time** Customer Service Associate - Part Time** · **Job Category****:** Retail Operations **Requisition Number****:** CUSTO003030 Showing 1 location **Job Details** · **Description** · Capitol Federal is looking for someone that is inspired by making a difference and wants a caree ...
-
Guest Services Associate
3 weeks ago
Cedar Fair Kansas City, United StatesOverview: · $15/hour · A guest service associate at Worlds of Fun is responsible for providing excellent customer service to guests visiting the amusement park. Great communication skills and a friendly, outgoing personality are essential for this role. Specific job duties may ...
-
Customer Service Associate
3 days ago
Savers | Value Village Kansas City, United States**Job Title: Customer Service Associate** · **Who we are:** · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future w ...
-
Customer Service Associate
3 weeks ago
Equiniti Kansas City, United StatesManagement Level · I ***THIS IS A TEMPORARY ROLE LASTING ABOUT 3-6 MONTHS · Start Date: June 17th · EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 million people in 120 countries. EQ' ...
-
Client Service Associate
1 week ago
TalentLink Solutions Kansas City, United StatesWe are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and ...
-
Client Service Associate
3 days ago
TalentLink Solutions Kansas City, United StatesWe are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and ...
-
Customer Service Associate
3 weeks ago
Worlds of Fun Kansas City, United States**Customer Service Associate** · CAROUSEL_PARAGRAPH · Kansas City, Missouri · Customer/Guest Services · 12742 · ** Share Job** · ** Job Description** · **Overview:** · You will join a renown team of customer service professionals who look to fulfill our promise to make pe ...
-
Associate, Customer Service
2 weeks ago
WARRENTON OIL GROUP Kansas City, United StatesJob Details · Job Location · 021 FL Georgia Street Louisiana MO - Louisiana, MO · Job Category · Retail · Description · We're looking for fast, friendly, fun people to join our team WOCO FastLane employees can enjoy the perks below: Competitive pay, including potential for i ...
-
Guest Services Associate
3 weeks ago
Earth Fare Kansas City, United StatesJob Details · Job Location · Best Western Premier - Kansas City, MO · Position Type · Full-Time/Part-Time · Job Category · Hospitality - Hotel · Description · Greets guests upon arrival and make them feel welcome. Administer check-ins and check-outs. Responds in a professi ...
Client Service Associate - Kansas City, United States - TalentLink Solutions
Description
Job Description
Job DescriptionWe are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients and act as a guide through customized financial planning, investment management, insurance solutions, and employer-sponsored retirement plans.
We are looking for an experienced and versatile Client Service Associate to support our advisors, our clients, and our continued growth. In addition to having a strong working knowledge of industry software, systems and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Whether it's completing paperwork and tasks, onboarding new clients, handling service requests, scheduling or preparing for meetings, you tackle it with a service heart and an accuracy and efficiency that can't be beaten. We are a small yet nimble team, and this role is crucial to our continued success.
You will be instrumental in ensuring our clients receive the highest level of service and support. With your astute industry knowledge, you not only know the differences between accounts such as trusts, IRA vs ROTH, and qualified vs nonqualified, but you also know what steps are needed to process them appropriately. You are tech savvy, an adopter of change, and willing to go above and beyond when it's needed. You are naturally curious and capable of identifying efficiency gaps and executing on improvement.
ESSENTIAL RESPONSIBILIITES
SKILLS & REQUIREMENTS