TalentLink Solutions · 21 hours ago
Senior Client Service Associate - Financial Services
United States
Full-time
Remote
Senior Level
$90K/yr - $110K/yr
5+ years expTalentLink Solutions is an innovative, client-centric advisory firm specializing in retirement strategies. The Senior Client Service Associate will manage client relationships, process service requests, and enhance client experiences while collaborating with the advisory team to streamline workflows and support business operations.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Manage client inbox and daily tasks in order of priority and allocate based on capacity of each team member; same business day client communication
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 the advisors and clients to complete and process new account paperwork, checks, transfers, contributions, and keep client accounts in good standing
Service existing clients, including processing retirement distributions, paperwork for changing investments, preparing for client reviews, etc
Create and maintain accurate client records in the CRM system (Redtail), ensuring all confidential and required information is securely stored
Monitor and streamline workflows for client service and business operations tasks
Answer, screen, and route phone calls, assisting clients directly where possible or taking messages for other team members as appropriate
Deliver superior client service; troubleshoot problems and serve as liaison between advisors and clients as needed
Manage Calendly and share calendars
Communicate with the custodian and other vendors as needed
Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
This is a dynamic role that will continue to evolve, with significant opportunity for future growth
Other special projects and additional responsibilities will occur from time to time
Qualification
Required
5+ years experience required; ideally in an RIA environment supporting one or more financial advisors
Knowledge of industry-specific software and systems required; familiarity with Redtail, Schwab, Fidelity, Hubly, Calendly, and Asana is a plus
Tech-savvy and highly proficient in Microsoft Office suite (Excel, Word, and PowerPoint); strong ability to learn and apply new software systems quickly
A commitment to excellence; detail-oriented, client-focused, and highly organized
Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issues
Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadline efficiently despite frequent interruptions
Proactive team player able to work in a fast-paced environment
Preferred
Bachelor's degree highly preferred, or equivalent work experience
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
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