Client Care Specialist delivering professional customer service at animal memorial services. Ensuring quality interactions via various communication methods and coordinating client service requests.
About the role
- Client Service Associate providing support to financial advisors at LPL Financial. Focusing on client communication, problem resolution, and service education.
Responsibilities
- Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms.
- Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution.
- Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work.
- Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption.
- Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.
Requirements
- 1+ years of financial industry experience, preferably in wealth management
- 1+ years of experience in client service industry
- Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
- Strong attention to detail and organizational skills
- Effective oral and written communication; able to explain complex information clearly and simply
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Time management skills with the ability to handle multiple projects and deadlines
- Possess strong analytical and problem-solving skills
- Self-motivated, driven and takes initiative
- Experience with the Microsoft program suite (Outlook, Word, Excel)
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Service Associate supporting Relationship Managers in Wealth Advisory. Administration of trust, investment, and retirement accounts with a focus on client relationships.
Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
Tax Partner providing compliance and consulting services on tax issues at EisnerAmper. Engaging with high - net - worth individuals and supervising tax staff in Baton Rouge, Louisiana.
Client Services Executive ensuring every client interaction reflects Vista's commitment to excellence. Managing client journeys and operational aspects for seamless travel experiences.
On Demand Client Services Executive managing aviation client relationships in a fast - paced environment. Delivering high - quality service and managing multiple requests with accuracy under pressure.
Client Service Media Planner for Nissan United/Omd, developing integrated marketing solutions in Düsseldorf. Collaborating within a cross - disciplinary team while managing national media planning and campaigns.
Client Support Consultant assisting clients with BAMS products in a FinTech environment. Delivering technical support, troubleshooting, and maintaining client relationships in Manila.
Client Service Representative executing shareholder meetings using online platforms for Broadridge, a FinTech leader. Planning, organizing, and coordinating with clients and vendors for successful event execution.
On Demand Client Services Executive managing all aspects of client journeys in private aviation. Handling high - pressure environments and communicating with confidence in a fast - paced global team.