The Junior Client Relations Associate provides customer service on inbound phone calls and supports Client Relations Managers with various tasks and duties. Serves as Tier 1 support on EAS’s phone queue and provides exceptional customer service.

RESPONSIBILITIES & DUTIES

• Reviews, follows up, and takes appropriate action to close call back activity
• Establishes mutual fund shell accounts and updates mutual fund dividend options
• Reviews and responds to EAS voice mailbox and Advisor Relations email box daily
• Stays current on reviewing and responding to incoming emails
• Communicates and resolves issues with internal departments and vendors
• Follows up with advisor on outstanding issues
• Answers questions and provides accurate information to advisors and clients
• Researches problems and questions as required
• Routes advisor and client requests to Operations team, other departments or vendors in a timely manner
• Prepares and sends written or email correspondence as required
• Provides coverage for RMs, SRMs, and team members as requested
• Maintains and organizes internal records systems
• Collects custodial fees
• Assists with advisor billing
• Performs other duties as assigned

QUALIFICATIONS

• Bachelor’s degree in Business or related field preferred
• Minimum of one (1) year of customer service experience, preferably in the retirement or financial services industry
• Investment advisory knowledge and/or experience desired but not required

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

• Proficient in Microsoft Office applications, with a focus on Microsoft Excel

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies: