Client Services Associate

Malone Workforce Solutions; Louisville (KY); On-site; USD 42,000 - 64,000; Full time

Job summary

Malone Workforce Solutions is partnering with a financial services client in the Louisville area to hire a Client Services Associate. The role focuses on preparing new business, servicing clients, and delivering customized reviews under guidance from the Lead Advisor.

In-office position requiring 2+ years in financial services, strong organization, and customer service. You will manage daily tasks, client paperwork, and meetings while supporting retention and growth within the client base.

Qualifications

• 2+ years in financial services, banking, or insurance.
• Excellent organizational and time management skills.
• Proficiency with Microsoft Office.
• Strong customer service attitude and multitasking ability.

Responsibilities

• Perform general administrative and support functions for the office including maintaining files, preparing correspondence, running reports, answering telephones, scheduling appointments, copying materials, and faxing information.
• Organize new business, coordinate, and maintain all client paperwork.
• Correspond with clients to complete new accounts, asset transfers, and other forms.
• Handle routine matters for client accounts to include processing name and address changes, account applications and bank authorizations, answer client questions via telephone and face to face.
• Review and respond to emails as necessary.
• Maintain files and records in accordance with the records retention policy in Redtail and Sharefile.
• Prepare for client meetings focusing on planning discussions and reviews.
• Organize Client Files in Sharefile to meet compliance requirements.
• Liaise with team members on client documentation, prepare and process.
• Create the weekly marketing post via email and social media.
• Data entry and preparation for client eMoney portal.
• Review work methods and procedures for possible quality improvements and efficiencies.
• Review Redtail to ensure client records are up-to-date.
• Maintains strong compliance documentation in Sharefile.
• Maintain order of all inventories of office supplies.

Skills

Customer service

Organizational skills

MS Office

Time management

Tools

Sharefile

Redtail

eMoney

Job description

We are working with a financial services client in the Louisville area who is seeking a Client Services Associate to join their team. The Client Service Associate will prepare new business, help servicing clients, and make customized reviews/recommendations for all clients with the guidance of the Lead Advisor. The Client Service Associate is fully accountable for processing new business, maintaining files/records, handling day-to-day client management, and client retention. Key duties for this role include deepening relationships with clients, meeting with prospects/clients typically transitioned from Lead Advisor, handling all new business, and servicing existing clients.. This is a direct hire position that would be in office 5 days a week. No sponsorship is available. No B2C/C2C. Must live in the Louisville area. No relocation available.

Responsibilities:

Daily:

• Perform general administrative and support functions for the office including maintaining files, preparing correspondence, running reports, answering telephones, scheduling appointments, copying materials, and faxing information
• Organize new business, coordinate, and maintain all client paperwork
• Correspond with clients to complete new accounts, asset transfers, and other forms
• Handle routine matters for client accounts to include processing name and address changes, account applications and bank authorizations, answer client questions via telephone and face to face
• Review and respond to emails as necessary
• Maintain files and records in accordance with the records retention policy in Redtail and Sharefile
• Prepare for client meetings focusing on planning discussions and reviews
• Organize Client Files in Sharefile to meet compliance requirements
• Liaise with team members on client documentation, prepare and process
• Create the weekly marketing post via email and social media
• Data entry and preparation for client eMoney portal

Monthly:

• Review work methods and procedures for possible quality improvements and efficiencies
• Review Redtail to ensure client records are up-to-date
• Maintains strong compliance documentation in Sharefile
• Maintain order of all inventories of office supplies

Requirements:

• 2+ years of prior experience working in the financial services, banking or insurance industry
• Excellent organizational and time management skills
• Knowledge in Microsoft Office
• Excellent attitude and an extraordinary customer service
• Ability to handle multiple tasks and operate within tight deadlines