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We are looking for a Client Services Associate to join our team in Twin Cities. In this role, you will provide essential support to financial advisors by managing administrative and operational tasks while maintaining strong client relationships. This position involves frequent client interaction and collaboration with custodians, third-party software providers, and other business partners to ensure smooth operations.
Job Responsibility:
Develop and maintain effective relationships with clients to facilitate smooth account management
Manage new account documentation, oversee account opening processes, and ensure timely follow-up for completion
Handle various client service tasks, including account transfers, asset movements, and responding to service requests
Stay updated on custodial operations, procedures, and industry standards
Coordinate onboarding activities for new clients to ensure a seamless transition
Schedule and prepare advisors for meetings with clients and prospects
Address client inquiries, resolve service issues, and escalate concerns when needed
Prepare and distribute performance reports to clients in a timely manner
Utilize the firm's CRM system to document interactions, manage workflows, and maintain accurate client records
Requirements:
Exceptional client service skills with the ability to build strong relationships
Highly effective organizational and time management abilities
Strong attention to detail and the ability to prioritize tasks under pressure
Excellent written and verbal communication skills
Positive attitude and a detail-oriented approach
Previous experience in the financial services industry is preferred
Proficiency in Microsoft Office applications, including Outlook, Word, and Excel
An undergraduate degree is advantageous but not required