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We are looking for a dedicated and experienced Client Services Associate to join our team in Portage, Michigan. In this role, you will play a pivotal part in supporting our Client Service Managers while delivering exceptional service to our clients. The ideal candidate will be highly organized, detail-oriented, and capable of working independently to ensure client satisfaction.
Job Responsibility:
Collaborate with the investment team to prepare portfolio recommendations and documentation for client meetings
Participate in client meetings and manage follow-up tasks to ensure seamless communication
Facilitate the onboarding process for new clients by collecting necessary information and completing required paperwork
Update and maintain client records in the organization's system, ensuring all data is accurate and current
Process client requests promptly and accurately, including beneficiary updates, address changes, account transfers, required minimum distributions (RMDs), and money movements
Execute trades based on recommendations provided by the investment team
Coordinate with custodians, fund companies, and other financial institutions to address transactions and resolve account-related issues
Input client information into financial planning software and assist in the analysis and preparation of presentations
Uphold strict confidentiality of client information and comply with all regulatory standards and guidelines
Requirements:
A minimum of 5 years of experience in the financial services industry
Bachelor's degree in finance, economics, business, or a related field is preferred
Proficiency in using financial systems and software, with the ability to learn new platforms quickly
Strong organizational skills and exceptional attention to detail
Excellent verbal and written communication abilities
Proven problem-solving skills with the capacity to work independently and collaboratively
Self-motivated and results-driven with a goal-oriented mindset
Demonstrated professionalism, discretion, and adherence to ethical standards
What we offer:
medical, vision, dental, and life and disability insurance