About this opportunity
CivicMinds, Inc lists this Senior Client Service Associate opportunity in columbia, Maryland. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Finance Recruiter @ CivicMinds, Inc | Full Cycle Recruitment, US Recruiting
Responsibilities
Receive inbound client phone calls and emails, addressing their needs or directing them to the appropriate team member.
Assist client onboarding activities including completion of all necessary paperwork and rollover calls, partnering with internal team on process execution, client portal setup, welcome emails, and proactive communication with clients.
Process account service requests and ensure appropriate documentation for all money movement requests including distributions, QCDs, and RMDs.
Complete and monitor the transfer of incoming assets from other institutions to ensure a smooth and efficient onboarding experience for new clients.
Schedule prospective and existing client meetings including initial consultations, onboarding meetings, and annual reviews.
Assist in the preparation of client reports and other materials for client meetings and complete follow-up communication and implementation of actions that result from those meetings.
Research and resolve routine to complex client issues leveraging internal support or escalating as appropriate.
Track and document client interactions, activities, and meetings in Salesforce CRM, ensuring notes are input in a timely manner.
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and ensuring key client information and documentation is up to date.
Leverage various communication channels to keep in touch with clients and maintain strong relationships.
Contribute to the mentoring and training of client associates.
Qualifications
Bachelor's degree in finance or related subject matter
3-10 years of experience in a similar client services role at a financial services firm
Excellent skills in Microsoft Office Suite
Experience with Salesforce CRM preferred
Experience with Charles Schwab advisor platform preferred
Strong written and verbal communication skills
Detail and service oriented
Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment
Excellent written and verbal communication skills, as you will have significant contact with the clients of the firm
Ideal team members for our office culture will have a strong work ethic, be self-motivated and have collaborative interpersonal skills
Seniority level
Associate
Employment type
Full-time
Job function
Other
Columbia, MD
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Worksite address
columbia, MD, 21046, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.