Client Service Representative

SYM Financial Corporation•Midland, MI

About The Position

SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a responsive, motivated, and detail-oriented team player to join our firm. In the role of Client Service Representative, you are at the forefront of the client experience, working with advisory teams to deliver exceptional service by supporting clients' day-to-day needs. To help you reach your full potential, SYM encourages the professional growth and personal development of all employees by offering pathways to advancement. Our training model consists of a mixture of delivery methods including a Learning Management System consisting of self-guided module training through videos, written, and in-person instruction. We recognize there is more in life than work, so we also support family commitments and encourage community involvement. This role supports our team of Financial Advisors who guide our clients in achieving their financial goals through holistic wealth planning. In this role, you will be paired with a team of 1-2 advisors and a Financial Planner to support their assigned client book.

Requirements

Associate degree from an accredited college or university
Robust PC knowledge, typing skills, and proficiency in Microsoft Office Suite
Excellent written and verbal communication with a professional demeanor
Strong problem-solving skills and the ability to synthesize a recommendation or solution based on disparate and sometimes incomplete information
Highly motivated, adaptive, and able to manage multiple priorities in a fast-paced environment
Able to work with teammates and clients while presenting a resilient, positive attitude

Nice To Haves

2+ years of experience in the financial services industry
Experience working with a Client Relationship Management (CRM) software
Prior experience with Schwab, Fidelity, and Docusign
Desire/ability to work successfully in a small company environment

Responsibilities

Coordinating communication with clients, advisors, and custodians to open new accounts, conduct transfers, and perform money movements
Scheduling client meetings using email, Microsoft Bookings, Microsoft Teams and Outlook Calendar
Organizing action items with internal team members and the client following client meetings
Preparing for client meetings by organizing meeting material in Word and running necessary reports in our portfolio management software
Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their time
Accurately and efficiently handling requests from advisors and clients within 24 hours
Displaying professional communication skills with written and verbal responses to clients, advisors, and team other members
Collaborating with our custodians and internal team members to follow up on and executing operational items in a timely manner
Monitoring and mitigating daily time-sensitive requests such as money movements, trade requests, and custodian alerts
Understanding CRM workflows and reporting; utilizing CRM to document client information, notes, and action items
Assisting other teammates when workflow is heavy in order to complete client requests and meet deadlines