What are the responsibilities and job description for the Client Service Associate position at Baltimore-Washington Financial Advisors?
As a Client Service Associate, your role is to enhance the client experience by servicing clients and providing operational and administrative support to BWFA staff. You will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You will perform administrative duties that support BWFA advisors and financial planners in their daily business practices.
Responsibilities
- Receive inbound client phone calls and emails, either addressing their needs or directing them to the appropriate team member.
- Assist client onboarding activities including the completion of all necessary paperwork and rollover calls, partnering with internal team on process execution, client portal setup, welcome emails, and proactive communication with clients.
- Process account service requests and ensure appropriate documentation for all money movement requests including distributions, QCDs, and RMDs.
- Complete and monitor the transfer of incoming assets from other institutions to ensure smooth and efficient onboarding experience for new clients.
- Schedule prospective and existing client meetings including initial consultations, onboarding meetings, and annual reviews.
- Assist in the preparation of client reports and other materials for client meetings.
- Maintain contact management system with up-to-date key client information.
Qualifications
- Bachelor's degree in finance or related subject matter
- No prior experience required, related internships are a plus
- Excellent skills in Microsoft Office Suite
- Strong written and verbal communication skills
- Detail and service oriented
- Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment.
- Excellent written and verbal communication skills, as you will have significant contact with the clients of the firm.
- Ideal team members for our office culture will have a strong work ethic, be self-motivated and have collaborative interpersonal skills.
