Client Service Associate (Springfield, MO)

Mercer Advisors•Springfield, MO

6d•Onsite

About The Position

The primary focus of a Client Service Associate I is to provide excellent follow-through and operational support to the brokerage service team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Associate, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.

Requirements

High School diploma with a Bachelor’s degree highly preferred
2-3 years of job-related experience required
Financial services industry required
Prior experience working in an office environment with a customer service focus helpful
Notary designation a plus
FINRA Series 7 preferred, but can be obtained within 18 months after start
Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail
Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
Excellent verbal and written communications skills a must
Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Junxure) a plus.
Strong desire for continuous self-learning and professional growth

Nice To Haves

Prior experience working in an office environment with a customer service focus
Notary designation
FINRA Series 7 preferred, but can be obtained within 18 months after start
Prior use of CRM system (Junxure)
Foundational knowledge of aspects of compliance as relates to job tasks in role and a growing working understanding of compliance requirements
Learning the basics of Account Operations and beginning to execute related tasks
Able to facilitate brokerage offerings and process change requests
Actively practices teamwork and collaboration within and beyond the assigned team -- e.g., with Branch Ops or Investment Ops and other mid and back office operations
Contributes to a positive work environment; builds appropriate rapport with other team members
Balances competing priorities and manages time pressures with composure
Instills trust across the Firm as someone who can be counted on for honesty, integrity and reliability
Demonstrates commitment to professional behaviors - punctuality, attendance, appropriate office conduct, responsiveness, and follow-through
Presents oral and written communications in a concise and well-organized form
Directly supports and maintains client account operations. Demonstrates logical approach to gathering information to answer client questions. Partners with others to maintain client relationships through responsive, proactive client service. Serves as the primary point of operational contact for clients and brokerage teams. Effectively resolves and manages solutions to resolve client concerns and issues. Proactively engages with internal and external clients in order to exceed expectations.
Has established working relationships with internal resources needed to deliver high quality work on a timely basis
Demonstrates accountability for own work quality; can quality control own work
Understands and consistently demonstrates full commitment to HYA & Mercer Advisors Guiding Principles
Proactively takes on new work. Actively seeks feedback from team members and Wealth Management leaders. Assists with training and mentors new employees as needed.
Seeks to learn and apply new approaches and processes. May begin to identify/suggest process improvements.
Represents the Firm in a professional manner
Understands and supports meeting KPI goals

Responsibilities

Responsible for day-to-day operations and administrative support for one or more registered representative including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes
Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements
Coordinating with internal operation departments to ensure client requests are fulfilled.
Managing client deposits
Maintaining data integrity across all systems and updating as necessary
Researching client issues in cooperation with back-office operation partners
Onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the brokerage service team, custodians, and Black Diamond
Other duties as needed

Benefits

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing