Client Service Associate - Symphony Wealth Group

Kestra Technologies; Paris; Sur place; EUR 35 000 - 45 000; Plein temps

Résumé du poste

Kestra Technologies is seeking a Client Service Associate in Paris, France. This full-time role involves supporting Advisors with their administrative functions and ensuring excellent customer service.

The ideal candidate will possess strong problem-solving and time-management skills, alongside an attention to detail. A High School Diploma or Associate's degree is required, with 2+ years of experience preferred.

Qualifications

• 2+ years of experience in administrative support in a professional environment.
• Previous experience in financial services is a plus.

Responsabilités

• Support Advisors of a growing book of business with administrative functions.
• Assist in client meeting preparation and follow-up tasks.
• Process, submit, and service all account paperwork/requests.
• Manage client needs regarding processing, service, and problem resolution.
• Maintain CRM database and ensure adherence to appropriate client service models.
• Handle appointment scheduling and correspond with clients.

Connaissances

Customer service skills

Problem solving

Attention to detail

Multi-tasking

Time management

Basic computer skills (Outlook, Word, Excel, Adobe)

Excellent communication skills

Formation

High School Diploma or Associate's degree

Description du poste

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office.

Essential Duties and Responsibilities

• Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.
• Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.
• 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
• Maintain CRM database; define and ensure adherence to appropriate client service models.
• Manage multiple and competing priorities daily in pursuit of business objectives.
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.
• Other duties as assigned.
• This is a Full Time position in the office

Knowledge, Skills, and/or Abilities

• Basic computer skills (Outlook, Word, Excel. Adobe)
• Strong administrative and time management skills with superior attention to detail.
• Able to work independently and effectively manage multiple tasks at once.
• Excellent communication skills, both verbally and in writing.
• CRM knowledge a plus.

Education and/or Experience

• The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
• High School Diploma or Associate's degree required
• Previous experience in financial services a plus