Client Service Associate

Beacon Hill; Grand Rapids (MI); On-site; USD 50,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Volunteer time off

Job summary

Beacon Hill is seeking a Client Service Associate to join the Client Service/Operations team in Grand Rapids, MI. The role focuses on servicing daily business requests and collaborating with advisor offices, custodians, and vendors to ensure efficient processing.

The position supports advisor follow ups, new business reviews, cashiering transactions, and reporting duties, with a preference for a Series 6/7/65/66 license but not required. Competitive benefits offered.

Qualifications

• A Series 6, 7, 65 or 66 license is preferred but not required.
• 3+ years in financial services preferred.
• Strong communication and multitasking abilities.

Responsibilities

• Servicing daily business and service requests for the Service/Operations team.
• Work with advisor offices, custodians and vendors to process requests efficiently.
• Follow up with advisors, review new business, cashiering transactions and reporting duties.

Skills

Communication skills

Fast-paced work

Multi-tasking

Organizational skills

Attention to detail

Client service

Problem solving

Self-management

Cross-task training

Job description

We are looking for a candidate to work as part of the Client Service/Operations team to help provide support for the team.

The Client Service Associate role primarily is responsible for servicing daily business and service requests that flow into the Service/Operations team. The Client Service Associate is responsible for working with advisor offices, various custodians and vendors to ensure the requests are processed as efficiently as possible.

The person in this role will be responsible for various tasks on the team including, but not limited to, advisor follow up, new business review, cashiering transactions as well as reporting duties.

A Series 6, 7, 65 or 66 license is preferred but not required.

Client Service Associate desired skill set

• Excellent communication skills, both written and verbal
• Ability to work in a fast paced environment
• Ability to multi task
• Excellent organizational skills
• Strong attention to detail
• Passion for taking care of client's needs
• Desire to solve problems
• Ability to self-manage and prioritize responsibilities
• Ability to train on multiple tasks and understand the larger scope of each task

Job Types: Full-time, Contract

Pay: $50,000.00 - $58,000.00 per year

Benefits

• Health insurance
• Paid time off
• Retirement plan
• Volunteer time off

Experience

• Financial services: 3 years (Preferred)

Ability to Relocate

• Grand Rapids, MI 49512: Relocate before starting work (Required)