Tax Director responsible for managing private client services at CBIZ, driving revenue growth, and ensuring quality control. Requires extensive experience in public accounting and leadership skills.
About the role
- Client Services Representative supporting Financial Professionals with day-to-day investment practice in Saint Cloud, MN. Hybrid position requiring 4 days in office.
Responsibilities
- Act as a liaison between the registered representatives and their clients while following FINRA guidelines and limitations due to licensing requirements.
- Prepare and complete client paperwork and follow-up tasks to support registered representatives.
- Spend time with clients on the phone, via virtual visits, and in person to ensure client service level needs.
- Maintain an organized filing system following compliance guidelines along with a process for registered representatives to support clients' and prospects current and future needs.
- Leverage e-sign whenever possible.
- Utilize the Annuity Search Tool, DP Maintenance, and Items for Attention to insure deepening the book of business based on client needs, opportunities, and a clean paperwork flow.
- Maintain compliance guidelines, and client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
- Processing client distributions – both qualified and non-qualified.
- Distributing mail and faxes.
- Provide backup and support to other assistants as needed.
Requirements
- High School diploma or equivalent
- Strong verbal communication skills with a client service focus
- Strong organizational skills
- Ability to meet deadlines
- Proficient with technology with the ability to learn (Microsoft Office including Word, Excel and PowerPoint).
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
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