- Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to upload to home office, track new insurance applications and coordinate rollovers
- Correspond with clients to complete new accounts, asset transfer, and other forms and resolve client service challenges in accordance with stated service level agreement
- Handle routine matters for client accounts to include processing name and address changes, account applications, and bank authorizations, answering client questions
- Schedule client meetings and reviews according to service tier schedule, confirming one business day prior
- Build and maintain strong relationships with clients by serving as their first point of contact
- Make outbound calls to established, new, and prospective clients to update about events, remind about meetings, events or needed signatures, and keep in touch
- Assist in planning and execution of client appreciation events
- Input and update all client and prospect data into systems
- Provide information about the organization and direct visitors as needed
- Answer incoming phone calls, take accurate messages, and redirect calls to appropriate individuals
- Accept and route deliveries and/or daily mail
- Set up conference room and welcome screen for meetings
- Assist with audits and regulatory compliance as necessary
- Communicate with third party vendors as necessary
- Timely response to all client and advisor inquiries
- Any other administrative office tasks that may arise
- A strong desire, ability, and commitment to deliver on the above with consistently high performance
- 3+ years' experience within financial services, preferably supporting one or more financial advisors within an RIA
- High school diploma or equivalent; Bachelor's degree highly preferred
- Friendly and outgoing demeanor
- Excellent communication skills - written and verbal
- Proven experience in client service or customer support roles
- Strong organizational and time management skills
- Attention to detail and accuracy in data entry and recordkeeping
- Ability to work independently and collaboratively in a fast-paced, deadline driven environment
- Experienced and open to embracing the firm's unique methodologies, blending expertise with a commitment to continuous learning and development
- Experience with our core platforms is preferred (Fidelity, Schwab, Redtail, eMoney, Tolerisk, Holistiplan, Microsoft Suite)
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Client Service Associate - Knoxville, United States - TalentLink Solutions
Description
ABOUT USOur commitment to excellence, grounded in trust, experience, and meaningful relationships, defines our core philosophy. In a financial landscape littered with algorithmic planning and product-oriented solutions, we believe personal relationships are the key to helping our clients manage their finances well.
Managing $600M+ in Assets Under Management (AUM) for 125 clients globally, we serve as dedicated Private CFOs for high-net-worth and ultra-high-net-worth clients. Our clients are down-to-earth people who've diligently built significant wealth through hard work and prudent risk-taking, prioritizing responsible asset stewardship over excess consumption or speculation.
Based in the Southeast, our team, renowned for multi-dimensional thinking, takes pride in upholding quality and trust. We believe in enjoying our work, approaching it wholeheartedly, and fostering mutual support. We're on a trajectory of significant growth and are eager to welcome candidates who can contribute their experience and expertise with an open mind.
We're an equal-opportunity employer and welcome candidates from all backgrounds, irrespective of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. If you possess the skills and experience, we encourage you to apply.
ABOUT THE ROLE
Are you a proactive individual who thrives on delivering excellence? Join our growing team as a Client Service Associate and bring your commitment to exceptional client service to the forefront With your keen focus on quality, accuracy, and efficiency, you'll play a central role in completing crucial client paperwork and tasks, encompassing new client onboarding, cashiering, account transfers and more.
Your intelligence, optimism, and driven attitude are vital for managing multiple projects simultaneously, emphasizing meticulous attention to details. With a responsive, friendly, and professional demeanor, coupled with a commitment to delivering quality work, you stand out.
In this role, support our advisors, our clients and our continued growth. This is a critical role in our organization. You are going to be tech savvy, an adopter of change and always willing to help. You are naturally curious, and you are capable of identifying efficiency gaps and executing on improvement. You have been in the business awhile and understand many, if not all, client situations, even when complex. Because of this, you are proactive and able to help clients and your advisors steer clear of landmines.
Areas of Responsibility
The Client Services Associate is a full-time, W-2 position. Salary + bonus ranges from $70,000 to $90,000, depending on experience. Additional benefits include a medical allowance, a retirement plan with a 4% company match, wellness initiatives, paid and volunteer time off, and growth opportunities.
Client Service Associate professionals in Knoxville
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Sandrina Simonovich
Veterinarian
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Allyson Hanna
Specialization in the guest experience
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Cecilia Wright
Board-Certified Music Therapist, Private Music Instructor, and Professional Touring and Studio Music ...