Client Service Associate
A Client Service Associate (CSA) supports the clients and financial planning team by serving as the liaison between them and our custodians. CSAs are involved in all stages of client relationships such as onboarding, ongoing support, offboarding, and client death.
- Member of Client Service Department
- Reports to Director of Client Services
- Full-time position - Hybrid
- Coral Gables, FL or Lubbock, TX
Responsibilities
- Manage client requests from form preparation through completion including but not limited to account transfers, money movements, account titling, beneficiary designations, and cost basis reconciliation
- Promptly and clearly answer advising team questions regarding custodian and internal processes
- Assist clients directly with custodian paperwork and technology
- Scan and maintain physical and electronic client files
- Monitor daily custodian alerts and addressing when necessary
- Provides client reports and documents to other professionals (i.e. CPAs and attorneys) when requested by client
- Attend monthly staff meetings and taking notes when asked
- Manage spillover incoming calls
Attributes
- Strong verbal and written communication skills
- Ability to work under pressure and able to prioritize accordingly
- Independent and self-motivated
- High attention to detail and well organized
- Able to meet deadlines and control time management
- Problem solving and critical thinking; ability to anticipate and understand future steps necessary to accomplish tasks
- Purpose-driven
- Enjoys working with people; enjoys working as a team
- Professionalism
Qualifications
- College degree in related field preferred (not required)
- Two (2) years or more of client or administration support experience
- General knowledge and understanding of personal financial services industry preferred
Software & Technology
- Charles Schwab
- Fidelity
- Tamarac Advisor View and CRM
- Microsoft Office
- DocuSign
- Adobe Acrobat Pro
- Zoom
Please send Cover Letter and Resume