Client Service Associate
About The Position
Independent financial planning and investment management firm in Tampa, FL is seeking a PERMANENTLY REMOTE full-time Client Service Associate to join our team. We're a growing fee-based firm committed to meaningful client relationships and investing in our people. Work-life balance, teamwork, and enabling everyone's success are core priorities here. In this client service role, you'll be essential to delivering outstanding experiences. You'll work alongside a team that values both professional excellence and treating people well. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.
Requirements
- 2 years of financial services experience and prior remote working experience
- Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to work independently while prioritizing projects and managing your time – we do not micromanage
- Ability to learn and implement new technology and software quickly
- Ability to communicate well with clients and colleagues and work in a collaborative environment
- Ability to follow office processes and policies related to office operations & client privacy
Responsibilities
- Respond to client requests with timeliness and accuracy
- Process trade orders from financial advisors
- Process account opening applications, transfer paperwork, money movements and/or other various custodial tasks
- Manage notes, activities, workflows and reports in our CRM
- Manage and execute client deliverables after the advisors’ meetings and communicate with clients to follow up
- Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks
- Assist with process improvement over time
- Solve issues as they come up with the goal of providing excellent client service
- Assist with client billing
Benefits
- Health Insurance Plan with Company Contribution (100% of employee’s premium)
- 401(k) with employer match
- Generous PTO Policy & Paid Holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
