Client Service Associate
The Client Service Associate works with the entire team to coordinate all client service activities, with a focus on delivering the ultimate client experience.
Some job responsibilities include:
- Provide an outstanding client experience
- Continuous communication and follow-up with clients documented in CRM system
- Resolve General Service Requests
- Answer basic policy/account or beneficiary questions
- Prepare change of address forms
- Prepare beneficiary designation forms
- Complete and process new business applications for existing clients (Schwab and Insurance Company)
- Establish ACH/Move Link instructions to and from client accounts
- Deposit/Withdrawal requests, including annuity free withdrawals
- Ensure monthly distributions occur as scheduled
- Process RMD’s for clients in a timely manner
- Process Roth Conversions, as needed
- Provide tax documents to CPA’s as needed
- Retrieve Annuity renewal statements and process Advisor recommendation
- 1st Backup to schedule/confirm advisor appointments
- 2nd Backup to answering phones
Skills:
- Attention to detail with extensive knowledge of firm operations
- Excellent phone skills and speaks in a kind and courteous manner
- Strong organization and communication skills
- Experience working in a fast-paced environment
- Ability to prioritize and work with a demanding team
- Attention to detail
- Ability to multi-task
- Reliable and follows through on commitments
- Balances people and task responsibilities
- Resourceful in problem resolution
- Working knowledge of computers and software