Client Services Associate

Legacy Financial Consulting Services; Erie (Erie County); On-site; USD 42,000 - 54,000; Full time

Job summary

Legacy Financial Consulting Services in Erie, PA is seeking a Client Service Associate to provide administrative support to financial advisors. The role involves handling daily tasks, meetings, preparing materials, and ensuring timely service delivery.

You will maintain client records, assist with new accounts and transfers, conduct outreach on time-sensitive activities, manage account operations, and educate clients on services and new technology such as eSignature and client portals.

Qualifications

• Organized with a strong attention to detail and problem-solving abilities.
• Effective oral and written communication; able to explain complex information clearly and simply.
• Time management skills with the ability to handle multiple projects and deadlines.
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners.
• Ability to analyze and research information.
• Self-motivated, driven and takes initiative.
• Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications.

Responsibilities

• Provide administrative support to financial advisors and assist with daily, monthly, and annual tasks.
• Answer phones, schedule appointments, and prepare materials for client meetings.
• Keep client management systems up-to-date with client information.
• Assist with information and documentation requirements for new accounts and transfers.
• Conduct proactive outreach to clients and advisors on time-sensitive activities (e.g., RMDs).
• Manage account activities that are operational in nature – new accounts, cash management, transfers, and distributions.
• Own inquiries and requests; coordinate with advisors to ensure timely service delivery.
• Educate clients on account services and new technology – eSignature, paperless statements, client portal.

Skills

Customer service

Attention to detail

Communication

Time management

CRM software

Microsoft Word

Excel

PowerPoint

Tools

CRM software

Office Suite

Job description

The primary role of the Client Service Associate (CSA) is to provide administrative support to financial advisors, including all daily, monthly, and annual tasks. The CSA helps advisors maintain their practice and deliver positive results for clients. The ideal candidate will have a strong attention to detail, excellent customer service skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Responsibilities include but are not limited to:

• Answer phones, schedule appointments, and prepare materials for client meetings
• Keep client management systems up-to-date with client information
• Assist with information and documentation requirements for new accounts, transfers, and more
• Conduct proactive outreach to clients and advisors on time-sensitive activities (e.g., RMDs)
• Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
• Assume ownership of inquiries and requests; communicate with advisors to ensure clients’ expectations for timely service delivery are met
• Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.

Required Qualifications:

• Organized with a strong attention to detail and problem-solving abilities
• Effective oral and written communication; able to explain complex information clearly and simply
• Time management skills with the ability to handle multiple projects and deadlines
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
• Ability to analyze and research information
• Self-motivated, driven and takes initiative
• Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications