Client Service Associate

Employee Relations Associates, Inc.; Plymouth (MN); In loco; USD 48.000 - 72.000; Tempo pieno

Descrizione del lavoro

TalentBridge seeks a Client Service Associate in Walnut Creek, CA for a 6+ month engagement. The role acts as the primary office contact, supporting financial advisors with client onboarding, relationship management, and day-to-day administration.

Responsibilities include CRM maintenance, data input, and coordination of client meetings and tax research; requires strong communication, detail orientation and teamwork, with familiarity in Salesforce and Workday preferred.

Competenze

• Bachelor's degree or equivalent, demonstrated through work experience or education.
• Customer service training or experience required.
• Ability to learn financial concepts and products.
• Strong written and spoken communication, detail-oriented.
• Proficient with Microsoft Office; Salesforce and Workday familiarity preferred.
• Ability to meet deadlines, work under pressure and collaborate in a team.

Mansioni

• Onboard new clients, ensure paperwork completion, CRM/File setup, and data input.
• Manage client relationships, process account transactions, and resolve issues with advisors.
• Prepare materials for client meetings and reviews; conduct tax-related research (1099s).
• Demonstrate knowledge of financial terminology and products; attend company events.
• Support operations with process improvements; mentor junior CSAs and manage vendor SLAs.

Conoscenze

Customer service

Microsoft Office

Salesforce

Workday

Attention to detail

Communication

Teamwork

Formazione

Bachelor's degree or equivalent

Strumenti

Salesforce

Workday

Microsoft Office

Descrizione del lavoro

Title - Client Service Associate

Location - Walnut Creek, CA

Duration - 6+ months

The Client Service Associate serves as a primary point of contact for clients and is the welcoming face of the office, creating a professional and exceptional client experience for every interaction. This role provides high-level administrative and operational support to financial advisors, coordinates client meetings and communications, manages account and service requests, and ensures the smooth day-today operation of the office. The Client Service Associate builds strong relationships with clients while maintaining accuracy, responsiveness, and attention to detail across all client service and administrative activities.

New Client Onboarding

• Ensures accurate completion of prospect / new client paperwork/set up
• Follow up on funds transfer from surrendering company
• Maintains (CRM) database and client files (Filing, copies, data input)
• Research and follow up on any issues with the Broker/Dealer, Operations, and vendors
• Record incoming assets to the appropriate blotting tool

Client Relationship Management

• Dialogues with client to understand their personal history and current financial needs.
• Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
• Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing
• May work with client’s tax or legal counsel on client concerns

Client Review Prep and Follow Up

• Gather client data and may prepare the materials for client meetings and reviews
• Conducts Tax Research (1099s)
• Completes any review follow up needs for client

Industry / Product / Company Knowledge

• Demonstrates knowledge and can accurately execute Guidelines, operational processes and sales model
• Understands financial terminology and products
• Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
• Attends Client Services and company educational events
• May attend vendor presentations

Team and Corporate Support

• Assists Advisor Team Operations to streamline processes
• Completes operational projects to support enhancements and changes
• Communicates process and sales updates to team
• Mentors and trains CSAs
• Manages vendors to Service Level Agreements

Education/Skill Requirements

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Customer Service training, knowledge or experience
• Ability and interest to learn financial concepts and products
• Ability to work with deadlines, be flexible under pressure and prioritize work
• Ability to work as a team member
• Ability to learn financial product features and riders
• Ability to learn the review process and how the review is completed
• Strong attention to detail
• Good problem-solving skills
• Superior verbal and written communication skills.
• Proficient with Microsoft Office Suite or related software.
• Familiarity with Salesforce and Support Org functionality
• Experience with Workday preferred

AI Literacy

• Demonstrated ability to effectively use AI tools and technologies in daily work tasks.
• Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.
• Comfort with learning new AI applications and understanding their appropriate use cases and limitations.
• As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

OSHA Requirement

• Stand or sit for long periods of time,
• Ability to use the telephone and computer systems,
• Ability to lift up to 15 lbs.
• Ability to travel independently as needed

TalentBridge employees are eligible for many benefit offerings such as medical, dental, vision, life insurance, short term disability, 401(k) and holiday pay!