Sr. Client Service Associate

Signature Estate & Investment Advisors, LLC•Cleveland, OH

45d

About The Position

This position supports the lead advisor with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients.

Requirements

Bachelor's Degree (BA) from four-year college or university.
Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software.

Nice To Haves

Preferred FINRA licenses Series 7 and 66.

Responsibilities

Responsible for many aspects of administration and client service for Business Clients and Retail Wealth Clients
Responsible for New Business (tracking statistics, open new accounts)
Organize and Manage Portfolio Review, Prospect or Closing Meeting Process for Clients
Account Maintenance (opening new accounts, follow through, managing transactions, address changes, etc.)
Prepare paperwork, letters, client reports and other client communications.
Proactive and immediate resolution of client inquiries – direct client contact
Scheduling client meetings
Participation in weekly Staff and Operations Meetings
Responsible for designing your own, independent workflow and tracking tasks in CRM
Expectation of initiative to look for ways to streamline processes in order for the firm to be more efficient as a whole.
Responsible to document your tasks for the Operations Procedure Manual (screen shots with clear, concise instructions)
Effective communication with both internal and external contacts including prospects and clients.
Establish working relationships with colleagues and external clients.
Handle a variety of tasks and provide connection between advice across all areas of the firm.