Tax Senior Associate focusing on private clients and accounting standards at CBIZ, providing tax and advisory services. Collaborating with team members on multiple engagement assignments.
About the role
- Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
Responsibilities
- Act as a liaison between the registered representatives and their clients.
- Answer phones, schedule appointments, and prepare materials for client meetings.
- Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
- Prepare and complete client paperwork and follow up tasks to support registered representative.
- Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
- Organize client events and follow up tasks.
- Maintain client records and retention management within corporate requirements.
- Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly/Annual Reviews).
- Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients’ expectations for timely service delivery are met.
- Educate clients on account services, capabilities, and new technology.
- Complete required corporate training on new technologies and follow implementation guidelines.
- Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
- Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.
Requirements
- High School Diploma or GED
- Experience in an administrative or customer service role
- Strong time management skills
- Excellent written and verbal communication skills
- Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs
- Previous experience in assisting Registered Representatives/Financial Advisors
- Financial services and/or banking background
- Bachelor’s degree in Finance, Business, Marketing, or Communications
- Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
- Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
- Self-starter, productive, works well with a team and independently
- Professional and positive attitude, friendly demeanor both in-person and by telephone
- Trustworthy; uses discretion with confidential information
- Listens well to instruction and consistently retains details
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+ 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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