Client Service Associate WWS
About The Position
The Client Service Associate (CSA) Woodforest Wealth (WW) works under general supervision, using specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors and their clients. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. The CSA contributes to an increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact with internal and external clients/customers to identify, research, and resolve problems.
Requirements
- Proficiency with Microsoft Office products (i.e., Excel, Word, Outlook, PowerPoint or SharePoint).
- Excellent organizational and time management skills.
- Excellent customer service skills.
- Ability to interact and communicate effectively with internal and external parties.
- Ability to coordinate multiple tasks simultaneously and leverage internal resources.
- Excellent attention to detail.
- Strong client focus and ability to partner with various internal groups.
- Independence and self-motivation with an ability to adapt and be flexible in a team environment.
- Ability to navigate client relationships and product usage.
- Strong verbal and written communication skills.
- Strong analytical and problem-solving skills.
- 3+ years of financial services industry service experience, or an equivalent amount of experience, education, or training required.
Nice To Haves
- SIE / Series 7 and 66 preferred.
Responsibilities
- Client Support: Work with clients, RJ (Raymond James) and third-party custodians to ensure optimal client account maintenance and support.
- Manage the production and processing of all client account documentation.
- Manage a client review process to ensure ongoing client meetings and continued implementation of client investment strategies.
- Formalize and manage a client onboarding process.
- Monitor branch daily alerts and take action as needed.
- Prepare and present RJ Goal Planning and Monitoring system to clients and prospects as needed.
- Maintain client reporting system to produce pertinent financial reporting for client reviews.
- Branch Operations: Process, track, troubleshoot and archive client documentation.
- Assist with answering phones, screening calls and relaying messages appropriately.
- Assist with firm audits and with maintenance of compliance files.
- Assist with branch client documentation, utilizing RJFS CRM, branch network and ACT!.
- Track retail and commercial referrals
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
