Client Service Associate

Company: TalentLink Solutions
Location: Saint Paul
Posted on: March 19, 2023

Job Description:

We are a boutique wealth management and retirement plan consulting firm, supporting individual clients, businesses and governmental agencies. We are service-oriented, and our clients stay with us because of the incredible experience they have. Our mission is to partner with our clients and help them toward successful retirement goals. We lead with integrity, honesty and accountability. We are all human and mistakes will happen, but our culture is supportive and believes that if it's a "mistake of effort" then it's a teachable moment. Our office is like a family. We trend more relaxed, like to hang out, catch up, and even grill burgers in the parking lot when it's warm. Everyone pulls their weight and then helps the rest of the team. If you are an experienced Client Service Associate who wishes to work in a friendly, fast-paced financial services firm where you can make an immediate contribution, then do not miss this great opportunity! This position is responsible for facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching, resolving client service issues, and preparing required documents. You are a critical piece to the client experience. You are also responsible for supporting our advisory team. You are organized and able to work independently, while thoroughly enjoy being part of a team. You love organizing paper and projects and enjoy filling out forms meticulously. You're a go-getter when it comes to follow through and details rarely slip your grasp. You take immense pride in your work. You have impeccable detail orientation abilities and an unwavering ability to figure things out, even with little to no direction. We are a small office; so we all help each other and act as one team to care for our clients! Due to the nature of our industry, this is a full time, in office position.This position will support the office in in the following ways: Perform functions for the office including maintaining paper and electronic files, preparing recurring and ad hoc correspondence, running reports, answering telephones, scheduling appointments, copying materialsPrepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to upload to home office, track new applications and coordinate rolloversCorrespond with clients to complete new accounts, asset transfers, and other forms and resolve client service challenges in accordance with stated service level agreementHandle routine matters for client accounts to include processing name and address changes, account applications, and bank authorizations, answering client questions via telephone and face to faceLook for, recommend and implement new client experience strategies and processesContact home office and product sponsors to resolve errors as neededEnsures confidentiality and controls access to sensitive informationResponds to inquiries and requests for information requiring knowledge of departmental and company policies and proceduresPerforms administrative duties associated with scheduling and coordinating meetings and planning eventsArranges with vendors for services, prepares agendas, gathers and organizes supporting information, and oversees production and distribution of related materialsAssist with other duties and partner-approved projects, research requests and operation follow-up items as assignedThe company reserves the right to add or change duties at any time The ideal candidate: Associate's degree or higher or equivalent related experience preferred2+ years of experience in a financial services environmentHighly organized, with an absolute attention to detailExcellent follow-through and communication regarding status of open itemsClient-first attitude: ability to interact with clients professionally and respond to clients in a timely mannerEditing and writing skills to initiate, compose, format, proofread and carefully edit various professional business documents and correspondenceStrong time management skills; Ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptionsExcellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issuesBasic computer skills and experience in using Microsoft Office suite, email, internet, databases, and other standard office desktop applications including client relationship managementAbility to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutionsMust be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor; Final job offer is dependent on successful completion and approval by the broker/dealer firmLife and Health Insurance license; if not licensed, will be required to obtain within 90 daysSeries 6, 7 and/or 63 would be preferred but not required

Keywords: TalentLink Solutions, St. Paul , Client Service Associate, Other , Saint Paul, Minnesota