Client Service Associate

Stuartmartinchamber; Town of Florida, Northern (NY, KY); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Paid time off

Job summary

Stuartmartinchamber in Town of Florida, NY seeks a Client Service Associate who provides exceptional service to Financial Advisors daily, building trusted client relationships and handling onboarding, account maintenance, and communications.

You will research and resolve client inquiries, support digital tools adoption like DocuSign and Schwab platforms, manage calendars, assist with marketing initiatives, and contribute to a fast-paced, collaborative environment.

Qualifications

• Experience providing client service in a financial or advisory setting.
• Ability to onboard new accounts and maintain records.
• Strong communication and problem-solving skills.
• Ability to maintain confidentiality per code of conduct.

Responsibilities

• Build and maintain professional relationships with clients by assisting them.
• Take initiative to handle customer needs and escalate to financial advisors when appropriate.
• Maintain confidentiality in accordance with our Code of Conduct.
• Supporting the FAs in cultivating and enhancing new and existing client relationships
• Educating or enrolling clients in digital tools (e.g. DocuSign, Schwab.com, and the Schwab app)
• Enter profile information or pre-fill account documentation, onboard and maintain client accounts
• Supporting the FAs marketing strategy (e.g., website maintenance)
• Participating in special projects and/or other duties directed by FAs
• Answering inbound phone calls or making outbound calls with updates on service requests
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Assisting with general in-office support functions such as copying, filing and scanning documentation

Skills

Client service

Interpersonal skills

Administrative support

Problem solving

Tools

DocuSign

Schwab.com

Schwab app

Job description

Seeking a Client Service Associate that provides exceptional client service & support to Financial Advisors (FAs) on a daily basis.

Leading with a client-first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. Through regular interactions with clients, individuals in this role build trusted relationships. Use your administrative and operational skills to help our advisors manage and grow their business. You will research and solve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

• Offering a competitive salary with health benefits, retirement benefits & paid time off.

Your career matters. We support and encourage your professional development and provide opportunities to grow into greater accountabilities.

• What will you do?
  • Build and maintain professional relationships with clients by assisting them.
  • Take initiative to handle customer needs and escalated to financial advisors when appropriate.
  • Maintain confidentiality in accordance with our Code of Conduct.
  • Supporting the FAs in cultivating and enhancing new and existing client relationships
  • Educating or enrolling clients in digital tools (e.g. DocuSign, Schwab.com, and the Schwab app)
  • Enter profile information or pre-fill account documentation, onboard and maintain client accounts
  • Supporting the FAs marketing strategy (e.g., website maintenance)
  • Participating in special projects and/or other duties directed by FAs
  • Answering inbound phone calls or making outbound calls with updates on service requests
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Assisting with general in-office support functions such as copying, filing and scanning documentation