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Client Services Associate - Harrisonburg, VA

Company: Company Name Withheld
Location: Harrisonburg
Posted on: November 19, 2022

Job Description:

The Client Services Associate will support 1 - 3 Financial Advisors based in different locations by handling client/advisor service activities. - This associate will focus on delivering exceptional client/advisor experience so advisors can focus efforts on growing the practice. - This is accomplished by:

  • Work with the Advisor to provide the firm's Client experience
  • Serve as the main contact point for clients and advisor(s) for service needs/questions
  • Working directly with custodian(s)
  • Assisting with Advisor's calendar management
  • Heavy communication with and from Advisor(s) and Client Service Lead Essential responsibilities and tasks of the Client Services Associate are:
    • Providing both client-facing and advisor-facing service
    • Creating, tracking, managing, and processing account paperwork and requests, including documenting in CRM
    • Communicating with clients via phone and email
    • Managing and documenting the client experience activities
    • Opening new accounts, tracking transfers and cash requests
    • Processing Cash/ACH requests initiated by client
    • Managing the Financial Advisor's calenda
    • Additional duties as required Successful Client Services Associate candidates will have: Required
      • 3 - 5 years of experience successfully supporting busy Financial Advisor(s)
      • Bachelors/Associate Degree or equivalent work-related experience
      • Ability to organize, prioritize, multi-task, follow through on commitments, and work independently, while being reliable, accountable, detail-oriented, and team-oriented
      • Superior communication skills when interacting with clients, advisors and teammates
      • A passion to help the team and the advisors
      • Very comfortable with Microsoft Office Suite (outlook, word, excel)
      • VERY comfortable with technology, in general Powered by JazzHR PI196891210

Keywords: Company Name Withheld, Harrisonburg , Client Services Associate - Harrisonburg, VA, Other , Harrisonburg, Virginia

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