Client Service Associate

Kestra Technologies; Paris; Sur place; EUR 30 000 - 50 000; Plein temps

Résumé du poste

Kestra Technologies is seeking a Client Service Associate in Paris, France. This role is integral to our operations, ensuring timely and professional client service.

Responsibilities include preparing for client meetings, managing account paperwork, and resolving client needs. The ideal candidate possesses excellent communication and organizational skills and has a bachelor's degree or relevant experience in financial services.

Join our team to contribute to our mission of helping clients achieve their financial goals.

Qualifications

• 2+ years of experience in the financial services industry.
• Understanding of broker/dealer operations and financial services products.
• Ability to build relationships with clients and internal partners.

Responsabilités

• Assist in client meeting preparation and follow-up.
• Manage client needs and problem resolution.
• Partner with Broker Dealer for account establishment.
• Process and service all account paperwork/requests.
• Ensure adherence to client service models.
• Manage multiple priorities daily.

Connaissances

Advanced computer skills (Outlook, Word, Excel, Power Point)

Communication skills

Time management

Organizational skills

Relationship building

Formation

Bachelor’s degree in a business-related field

Description du poste

Overview

Who We are:

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.

We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.

Who We Want

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures that all paperwork and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients calling in and must have a cheerful desire to go above and beyond to meet their needs.

Client Service Associate Summary

The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Ensure adherence to appropriate client service models
• Manage multiple and competing priorities on a daily basis in pursuit of business objectives
• Other responsibilities as assigned by the Senior Client Service Associate Supervisory

Knowledge, Skills, and Abilities

• Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

• Bachelor’s degree in a business-related field preferred
• The ideal candidate will have 2+ years of experience in the financial services industry enabling a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

Series 7 and 65/66 preferred (or ability to obtain)