The Client Service Associate reports to our Founder amp; CEO and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office at our Tampa branch.
Essential Duties and Responsibilities
- Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.
- Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.
- Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.
- Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
- Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
- Maintain CRM database; define and ensure adherence to appropriate client service models.
- Manage multiple and competing priorities daily in pursuit of business objectives.
- Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.
- Other duties as assigned.
Supervisory Responsibilities: NONE
Knowledge, Skills, and/or Abilities
- Basic computer skills (Outlook, Word, Excel. Adobe)
- Strong administrative and time management skills with superior attention to detail.
- Able to work independently and effectively manage multiple tasks at once.
- Excellent communication skills, both verbally and in writing.
- CRM knowledge a plus.
Education and/or Experience
- The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
- High School Diploma or Associate's degree required
• Previous experience in financial services a plus