Senior Client Service Associate

Lead with Purpose. Partner with Impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager’s time as efficiently as possible. You will use your excellent customer service, polished communication, and strong leadership skills to meet the service needs of clients and provide guidance to the service team.

What You’ll Do

Data entry (Redtail, eMoney, NDEX)
Customer service (answering phones, processing and forwarding requests)
Account Servicing (generating/processing paperwork)
Scanning/Filing
Check deposit and daily blotters
Preparing mailings to clients
Calendar management for top level executives

What You Bring

High School diploma required.
Client services experience required. Min 5 years of experience.
Financial advisory industry experience required. Min 5 years of experience.
Ability to maintain confidentiality and exercise discretion
Proficiency in MS Outlook, MS Excel, and MS Word
Ability to follow written and oral instructions
Exhibit professional phone demeanor
Individual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written
Attention to detail
Commitment to professionalism, accountability, customer focus, and teamwork
Understanding and evaluating complex client processes through critical thinking
Strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is required.
Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.