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Who is Independent Advisor Alliance?
Independent Advisor Alliance (IAA) is a Charlotte-based RIA offering compliance oversight and operational support to 215 partner advisors nationwide, managing $18 billion in assets. We bridge resource gaps for advisors, serving as a transparent support system for entrepreneurial-minded individuals. Our motto, “Being independent shouldn’t mean being alone,” underscores our commitment to building a community of successful independent advisors. We provide customized support services aimed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue.
Position Description
Independent Advisor Alliance is looking for a Client Services Associate to join our team. This is a hybrid position based in Charlotte, NC. As a Client Services Associate (CSA), you will provide direct support to a select group of affiliated financial advisors and their teams nationwide. This role involves interacting with end-clients, handling calls, scheduling meetings, processing transactions, and managing account openings and maintenance.
Additionally, you will assist in data collection and entry across various platforms, such as the advisor’s CRM, BlackDiamond, and eMoney. You will also work extensively with custodian workplace systems, including LPL Financial, Charles Schwab, and Fidelity. This position will require flexibility in working hours to accommodate west coast advisors. In addition to these responsibilities, you will also be involved in other operational tasks as needed within Independent Advisor Alliance.
Specific Areas of Responsibility Include, but are Not Limited To:
Qualifications:
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
Compensation package:
Schedule:
Ability to Relocate:
Work Location: Hybrid remote in Charlotte, NC 28277
Full Time
$53k-69k (estimate)
03/20/2024
04/03/2024
independentadvisoralliance.com
CHARLOTTE, NC
25 - 50
2012
Private
ROBERT P RUSSO
<$5M
The job skills required for Client Services Associate include Client Service, Scheduling, Microsoft Office, Confidentiality, Attention to Detail, Flexibility, 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.
If you are interested in becoming a Client Services 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 Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
03/03/2022: Brownsville, TX
Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
01/29/2022: Bridgeport, CT
Provided daily financial transaction services for clients while delivering excellent customer care.
03/18/2022: Lincoln, NE
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
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
01/22/2022: Pine Bluff, AR
These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
01/26/2022: Provo, UT
Step 3: View the best colleges and universities for Client Services Associate.