TalentLink Solutions · 18 hours ago
Client Service Associate - Wealth Management
Atlanta, GA
Full-time
Onsite
Entry Level
$55K/yr - $70K/yr
1+ years expTalentLink Solutions is a retirement and financial planning firm based in Atlanta. They are seeking an experienced Client Service Associate to support their advisors and clients, ensuring a high level of service and support through various client service tasks and effective communication.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Communicate, process, and follow up with clients on various client service items, including general questions, applications, withdrawal requests, beneficiary changes, etc. following all to completion
Coordinate with advisors and clients to complete and process new account paperwork, transfers, contributions, and keep client accounts in good standing
Interface with custodians to complete new account applications and various account maintenance items, process cash and securities transactions, follow up as needed
Assume cashiering function with custodians, ensuring accurate and efficient financial transaction processing
Update and maintain client status and information within CRM and all internal systems and reports
Prepare, organize, coordinate, and maintain all client paperwork
Monitor and streamline workflows for client service and business operations tasks
Deliver superior client service – troubleshoot problems and serve as liaison between advisors and clients
Schedule client meetings, maintain calendar, and coordinate scheduling internally and externally; monitor client meeting frequency
Communicate with the custodian (Schwab) and external partners
Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
Manage mailing lists; oversee the creation, maintenance, and segmentation of mailing lists to ensure accurate and effective communication with clients
Prepare, package, and ensure timely mailing of letters, packages, and other materials to clients
Qualification
Required
Strong working knowledge of industry software, systems and processes
Exceptional organization skills
Amazing attention to detail
Commitment to delivering a smooth and confidence-inspiring experience for clients
Ability to communicate, process, and follow up with clients on various client service items
Coordination with advisors and clients to complete and process new account paperwork
Interface with custodians to complete new account applications and various account maintenance items
Assume cashiering function with custodians
Update and maintain client status and information within CRM and all internal systems and reports
Prepare, organize, coordinate, and maintain all client paperwork
Monitor and streamline workflows for client service and business operations tasks
Deliver superior client service
Schedule client meetings and maintain calendar
Follow, manage, and monitor task list
Manage mailing lists and oversee the creation, maintenance, and segmentation of mailing lists
Prepare, package, and ensure timely mailing of letters, packages, and other materials to clients
1+ years' experience in the financial services industry with a concentration in securities and investment operations
Advanced Microsoft Office skills
Excellent communication skills and a sense of urgency
Ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints
Organizational skills and attention to detail
Intelligent, analytical thinker
Uncompromising integrity
Intellectual curiosity about technology and awareness of current trends
Superior initiative and ability to maintain high levels of personal accountability
Capacity for independence and self-motivation in a high-volume environment
Strong work ethic, deadline-focused, and positive attitude
Collaborative team player who believes in relentless customer satisfaction
Preferred
Bachelor's degree
Familiar with Orion, Eclipse, Schwab and industry-specific CRM platforms
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
Company data provided by crunchbase