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Description
The Client Care Specialist is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Paraplanners, the Operations Team, and Carriers. She is the point of contact for Clients, and a liaison between Client and Advisor relations.
DUTIES AND RESPONSIBILITES
-Support Advisor in serving clients.
-Maintain the Advisor's calendar at all times.
-Book all appointments for the Advisor.
-Scrub the files after all appointments are completed by the Advisor.
-Oversee and manage all follow up with the Advisor, paraplanner, and/or clients for the next steps.
-Prepare for upcoming client appointments.
-Work with the paraplanner to have all file prep ready in a timely and thorough manner.
-Ensure that all files are complete and accurate for client meetings.
-Provide exceptional client care while receiving and responding to client requests.
-Open new client accounts, process account applications, and manage monetary transfers.
-Receive and respond to client service requests each day, and in a timely manner.
-Maintain client and document files both in hard copy and electronically, as defined by company policies.
-Produce weekly reporting to the Advisor, and to the supervisor as needed.
-Participate in Operational meetings to help with systems and to educate team about clients
with open communication.
-Update Policies & Procedures on an on-going basis as needed, and INFORM the OPs Team during weekly meetings of updates, changes and revisions of Policies & Procedures.
-Answer client care calls, returning voicemails and emails same day, if possible, or within 24 hours.
Requirements
Education:
Bachelor's Degree preferred, but not required. Series 65 encouraged.
Experience:
Three years of industry experience required.
Other:
-Must have and present a professional appearance, demeanor, and positive and friendly attitude.
-Must be exceptionally organized.
-Must be willing and assertive in finding staff to assist in moments where work is all caught up.
-Must be able to take direction from leadership with a good attitude.
-Must be a self-starter and team player.
-Must be able to multi-task while paying careful attention to all details.
-Must be sensitive, professional, and compassionate when interacting with clients and /or confidential client information.
-Must have excellent verbal skills.
KEY COMPETENCIES
Strong computer skills, proficiency in Microsoft Office applications, and ability to learn new software easily. Must be capable of learning the Company's CRM.
Full Time
Investment Management
05/26/2022
11/25/2022
figmarketing.com
SAN ANTONIO, TX
25 - 50
1976
Private
JAMES HIRD
$5M - $10M
Investment Management
The job skills required for Client Services Associate include Client Service, Leadership, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
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