Client Service Associate

Talentify; Plymouth (MN); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

Short-term Disability

401(k)

Holiday pay

Job summary

Talentify is hiring a Client Service Associate in a Walnut Creek, CA office to serve as the primary client contact and support the financial advisory team.

You will handle onboarding, CRM upkeep, client communications, and meeting prep while ensuring accurate, timely service and strong relationship management.

Qualifications

• Bachelor's degree or equivalent, demonstrated through work experience, training or education.
• Customer service training or experience is required or preferred.
• Interest to learn financial concepts and products and handle deadlines.
• Strong problem-solving and communication skills.
• Proficiency with Microsoft Office and related software.
• Familiarity with Salesforce and Support Org functionality; Experience with Workday is a plus.

Responsibilities

• Serve as the primary point of contact for clients and create a professional client experience.
• Provide high-level administrative and operational support to financial advisors.
• Coordinate client meetings and communications and manage service requests.
• Maintain CRM database and client files; ensure accurate data input.
• Prepare materials for client meetings and reviews and conduct tax research (1099s).
• Demonstrate knowledge of financial terminology and products; attend client events.

Skills

Microsoft Office Suite

Salesforce

Workday

AI literacy

Client service

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Salesforce

Workday

Job description

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 teamMentors 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!”