Client Service Associate managing connections between clients and market experts in a leading insights firm. Engaging in research, negotiation, and facilitating expert connections within a dynamic environment.
About the role
- Client Service Specialist supporting financial professionals through operational excellence and advisor experience. Managing account functions and troubleshooting client issues in the financial services industry.
Responsibilities
- Serve as the primary point of contact for daily advisor engagement
- Perform core account management functions, including account setup, maintenance, updates, reporting, queries, and data audits
- Manage service requests through internal systems, processing client paperwork
- Troubleshoot client issues and navigate systems such as DocuSign, RedTail, ZOHO, Wealthscape, and Schwab Advisor Services
- Support the Trading team
- Maintain accurate records and contribute to refining internal documentation and procedures
- Coordinate with internal teams and advisors to support meeting preparation
- Participate in ongoing review of internal procedures
- Submit service tickets and log time entries
- Engage in department-side initiatives and special projects
Requirements
- Bachelor’s degree in finance, business management, or related area, or equivalent experience
- 5+ years of financial services industry experience
- Preference for experience with Orion Series 7 and 66 (or 63 and 65), 24 preferred
- Strong working knowledge of investment products and operational processes
- Familiarity with contracts and service agreements (amendments, pricing terms, scope)
- Excellent written and verbal communication
- Strong analytical and organizational skills
- Highly proficient in MS Office, particularly Excel
Benefits
- Competitive salary
- Performance-based bonus
- Comprehensive benefits package
- Health insurance
- Matching 401(k)
- Generous PTO
- Wellness initiatives
- Opportunities for continuous learning and professional development
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Services Manager at Sedgwick managing multiple client service programs and relationships. Overseeing customer satisfaction, program procedures, and team performance while ensuring growth and development opportunities.
Coordenador Serviço ao Cliente na Vivo, assegurando evolução da planta e funcionalidade dos serviços. Liderando equipe e otimização de recursos para atendimento regional em Minas Gerais.
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.
Media Consultant developing integrated cross - media strategies for advertising campaigns. Collaborating with expert teams within the Mediaplus group to execute planning and client services.
Director of Client Service Management working with Fidelity to support next - generation transfer agent operations. Building client relationships and improving operational health through strategic oversight and collaboration.
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.
Client Service Specialist at hand2mind, responding to customer inquiries and managing order fulfillment for key B2B accounts. Focus on exceptional service and problem - solving in a fast - paced environment.
Client Service Associate at Optimal facilitating connections between clients and market experts. Seeking individuals passionate about a career in a dynamic, global environment.
Tax Director managing client relationships for public accounting firm. Driving business growth and providing strategic advisory services to existing clients while ensuring quality control.