Client Service Associate

Focus Partners Wealth is a leading partnership of fiduciary wealth management firms, and they are seeking a Client Service Associate to assist with client service tasks and support wealth advisors. The role involves ensuring prompt follow-up on meetings, managing client maintenance, and contributing to a team effort to promote smooth workflow and resolve problems.

Responsibilities

• Ensures meeting follow-up is delegated and completed promptly. Facilitates task delegation and ensures prompt and complete follow-through
• Coordinates materials and reports for performance review process
• Manage RMD project for clients
• Prepares custodian paperwork. Monitors and follows up through completion
• Client maintenance. Responsible for keeping all systems as well as advisor, operational team and relevant custodians up to date with client changes, requests, information updates, etc. All client correspondence, requests, tasks, etc. to be documented via Salesforce and filed in Firm’s Directory. Set up client portals in Orion
• Ability to operate computers using Microsoft Office including Outlook, Word, Excel, and all additional relevant and required computer hardware/software
• Ability to work in a fast-paced environment with extreme attention to detail and be able to multi-task with several team members and departments
• Contributes to a team effort. Interacts with other employees to promote smooth workflow, identify, and resolve problems, advance the firm’s image and accomplish results which support the goals of the company
• Possesses a working knowledge of compliance and operational policies and procedures and abides by them while fulfilling this position’s various responsibilities

Skills

• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations
• Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others
• Client Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time
• Dependability - Takes responsibility for own actions; Completes tasks on time or notifies appropriate person with an alternate plan
• Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages
• Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
• Computer Skills: To perform this job successfully, an individual should have knowledge of Accounting software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software

Benefits

• Annual cash bonus
• Comprehensive benefits package

Company Overview