Client Service Representative

SYM Financial Corporation

Mishawaka (IN)

On-site

USD 42,000 - 54,000

Full time

14 days+

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Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

Life Insurance

LTD Insurance

401(k) Match

Paid Time Off

Parental Leave

Family Time Off

Volunteer Time Off

Pet Insurance

Fitness Match

Apparel Allowance

Tuition Assistance

Certification Assistance

Career Framework

Job summary

SYM Financial Advisors is seeking a Client Service Representative to join a team-driven environment in Mishawaka, IN. You will support advisory teams and deliver exceptional service to clients by handling day-to-day requests.

Ideal candidates hold at least an associate degree, have strong MS Office skills, excellent written and verbal communication, and the ability to manage multiple priorities in a fast-paced wealth-management setting.

Qualifications

Associate degree from an accredited college or university.
Strong PC knowledge and typing skills with MS Office proficiency.
Excellent written and verbal communication with a professional demeanor.
Ability to synthesize information and provide solutions.
Highly motivated, adaptable, and able to manage multiple priorities.

Responsibilities

Coordinate communication with clients, advisors, and custodians to open new accounts, transfers, and money movements.
Schedule client meetings using email, Microsoft Bookings, Teams, and Outlook.
Organize action items with the internal team and client after meetings.
Prepare meeting materials in Word and run reports in portfolio management software.
Proactively support advisors by anticipating client needs and enabling efficiency.
Handle requests from advisors and clients within 24 hours.
Demonstrate professional written/verbal communication with clients and team.
Collaborate with custodians and internal teams to follow up and execute items.
Monitor and mitigate daily time-sensitive requests like money movements and trade requests.
Understand CRM workflows and document client information and actions.
Assist teammates when workflow is heavy to meet deadlines.

Skills

Associate degree / higher

MS Office proficiency

Typing & PC skills

Strong communication

Problem solving

Teamwork & adaptability

Education

Associate degree

Tools

Microsoft Office Suite

CRM software

Schwab

Fidelity

DocuSign

Job description

Client Service Representative

Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?

Who is SYM?

SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a responsive, motivated, and detail-oriented team player to join our firm. In the role of Client Service Representative, you are at the forefront of the client experience, working with advisory teams to deliver exceptional service by supporting clients' day-to-day needs.

To help you reach your full potential, SYM encourages the professional growth and personal development of all employees by offering pathways to advancement. Our training model consists of a mixture of delivery methods including a Learning Management System consisting of self-guided module training through videos, written, and in-person instruction. We recognize there is more in life than work, so we also support family commitments and encourage community involvement.

What does this role entail?

This role supports our team of Financial Advisors who guide our clients in achieving their financial goals through holistic wealth planning. In this role, you will be paired with a team of 1-2 advisors and a Financial Planner to support their assigned client book. Primary responsibilities include but are not limited to:

Coordinating communication with clients, advisors, and custodians to open new accounts, conduct transfers, and perform money movements
Scheduling client meetings using email, Microsoft Bookings, Microsoft Teams and Outlook Calendar
Organizing action items with internal team members and the client following client meetings
Preparing for client meetings by organizing meeting material in Word and running necessary reports in our portfolio management software
Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their time
Accurately and efficiently handling requests from advisors and clients within 24 hours
Displaying professional communication skills with written and verbal responses to clients, advisors, and team other members
Collaborating with our custodians and internal team members to follow up on and executing operational items in a timely manner
Monitoring and mitigating daily time-sensitive requests such as money movements, trade requests, and custodian alerts
Understanding CRM workflows and reporting; utilizing CRM to document client information, notes, and action items
Assisting other teammates when workflow is heavy in order to complete client requests and meet deadlines

What are we looking for?

Must Haves:

You have earned at minimum an associate degree from an accredited college or university
You have robust PC knowledge, typing skills, and proficiency in Microsoft Office Suite
You exhibit excellent written and verbal communication with a professional demeanor
You can demonstrate strong problem-solving skills and the ability to synthesize a recommendation or solution based on disparate and sometimes incomplete information
You are highly motivated, adaptive, and able to manage multiple priorities in a fast-paced environment
You are able to work with teammates and clients while presenting a resilient, positive attitude

Preferred:

You have 2+ years of experience in the financial services industry
You have experience working with a Client Relationship Management (CRM) software
You have prior experience with Schwab, Fidelity, and Docusign
You have the desire/ability to work successfully in a small company environment

What’s in it for you?