Client Service Associate

Job Description

Benefits:

401(k)

Company parties

Competitive salary

Free food & snacks

Health insurance

Home office stipend

Paid time off

Profit sharing

Training & development

Tuition assistance

Wellness resources

Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe. Our team members, apply their extensive client service experience and deep knowledge of investment management to meet the complex financial planning needs of expatriate Americans, and foreign nationals with integrity, objectivity, and perspective. We recognize that our team members are our strength, and the diverse talents they bring to our workforce are directly linked to the firms success. We are seeking a Client Service Associate to help us deliver exceptional results and join our team.

Position Summary

Our Client Service Associate uses skills obtained through experience and training to provide direct support to a Financial Advisor to assist with a wide variety of client and administrative functions.

Knowledge/Requirements

Preferred 4-Year Bachelors Degree and 2-4 years of administrative experience

Prior experience preferred working in a broker-dealer office or finance industry

Microsoft Excel, Word, Outlook and PowerPoint proficiency to produce professional documents

Upholds a polished, professional and welcoming nature with external and internal business contacts

Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to complete assigned tasks on time

Excellent verbal and written communication skills to communicate ideas and thoughts in a clear, professional manner to managers, team members, and clients

Effective problem-solving skills to resolve routine client questions

Ability to handle moderate amount of incoming phone calls daily

Ability to work independently and in teams to complete high-priority tasks in a timely manner

FBI background check and credit check required

Regular and timely attendance is required

Job Duties and Responsibilities

Runs daily reports to make sure advisor accounts are in good standing and takes action to work with Financial Advisors to bring accounts into good order when needed

Coordinates and performs a wide range of staff and/or operational support activities

Anticipates client needs, solves problems and follows through with exceptional service while communicating with clients and maintains service, turnaround times

Responds to incoming emails and telephone calls in a professional manner to ensure that the clients request is met in a timely fashion

Supports the front desk with various office tasks including answering phone calls, greeting clients, processing checks as needed

Manages calendar and schedules meetings for clients, prospects and outside vendors

Prepares and coordinates client forms and documents all relevant action items and tasks being tracked in CRM

Interacts with the firms home office support to develop cooperative relationships and follows through on requests

Opens new client profiles for prospective clients and add accounts to existing relationships for existing clients

Close accounts for clients

Attend regular meetings like Weekly Ops Meetings, Professional Development & Compliance

Assist with travel arrangements for the advisor to see clients

Executes project-related tasks to contribute to the firms development

Supports team members with various duties and responsibilities as assigned