Client Service Associate

Company: Kestra Financial
Location: Warren
Posted on: May 3, 2021

Job Description:

The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors time. This position utilizes excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential Duties and ResponsibilitiesAssist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentationManage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standardsSuccessfully partner with Broker Dealer for new account establishment, account maintenance, and complianceProcess, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where availableAssist in preparation of consolidated performance reporting on a monthly/quarterly basisMaintain CRM database; define and ensure adherence to appropriate client service modelsManage multiple and competing priorities on a daily basis in pursuit of business objectivesOther responsibilities as assigned by the Senior Client Service AssociateRequirementsAdvanced computer skills (Outlook, Word, Excel and Power Point) are essentialExcellent communication skills, both verbally and in writingStrong time management and organizational skills; able to work independently and effectively manage multiple tasks at onceAbility to build relationships with clients and internal partners and influence others without direct controlEducation and/or ExperienceBachelors degree in a business-related field preferredThe ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accountsPrevious experience in the independent financial services culture preferredCertificates, Licenses, Registration Series 7 and 65/66 preferred (or ability to obtain)

Keywords: Kestra Financial, Warren , Client Service Associate, Other , Warren, Ohio