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I. MISSION The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team.
This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients.
The key role of this position is to engage and support the overall success of many different projects and initiatives and by working side-by-side with our Advisory and Client Services teams.
This position requires a proactive approach and an ability to independently carry out the duties of the position. The ideal candidate will exhibit high standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks.
The ability to effectively manage time and multi-task with attention to detail is critical to this role. The Client Service Associate must be confident about decision-making under uncertainty and under extreme time pressure.
ESSENTIAL RESPONSIBILITIES Client and Firm Engagement Provide administrative support as needed : answers calls, manages contacts, manages schedules, produces reports, and creates presentation materials.
Maintain and retain office files consistent with firm / professional policies and requirements. Support marketing and client events as requested including newsletters, blogs, social, website, communications, office events, etc.
Conduct other administrative related tasks and projects as needed. Sends paperwork to clients using the electronic signature system while adhering to the custodians’ compliance rules pertaining to electronic signatures.
Quality check and submit custodial items for processing. Supports Compliance to maintain an effective and robust investment advisory compliance program.
Conducts certain compliance program tests. Performs other compliance related tasks and projects as assigned. Advisory Engage and support weekly prep for client meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings.
Support client onboarding requirements for financial planning and investment management applications. Prepare and produce back-office support demands for basic client account requests.
Support back-office initiatives and / or core projects that support Advisory teams. Gather and prepare necessary information for advisory meetings with clients.
III. POSITION SPECIFICATIONS Experience and Education : Bachelor’s degree. Pursuit of Financial Paraplanner Qualified Professional (FPQP) Certification preferred.
0-4 years of experience in a financial services firm with an emphasis in either client services and / or operations. Leadership experience demonstrated through reporting structure or special projects.
Experience with investments and financial planning applications preferred. Experience working with various custodial platforms preferred.
Skills and Knowledge : Excellent communication skills. (verbal, written and listening) General tech stack proficiency. Knowledge of RIA operations, regulations, compliance, and oversight.
Demonstrates personal integrity, honesty and can deal with confidential information daily. Ability to handle stress in an ever-changing investment market.
Excellent time management and strong organizational skills. Ability to prioritize multiple tasks and anticipate potential problems. Powered by JazzHR
Last updated : 2024-02-24
Full Time
$54k-71k (estimate)
02/26/2024
05/09/2024
The job skills required for Client service associate include Client Service, Initiative, Leadership, Communication Skills, Attention to Detail, Presentation, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service 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 service associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service associate positions, which can be used as a reference in future career path planning. As a Client service 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 service associate. You can explore the career advancement for a Client service associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Understand Clients' business to predict their needs and provide appropriate solutions.
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Processes and follows up on client documentation for proper maintenance of accounts.
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Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
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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 Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
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Develop an ability to communicate effectively with clients, managers and other associates.
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May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
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Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
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Step 3: View the best colleges and universities for Client Service Associate.