Client Services Associate

Dynamic Advisor Solutions; United States; Remote; USD 55,000 - 60,000; Full time

Job summary

Dynamic Advisor Solutions is looking for a Client Service Associate to join their fully remote team. The role involves proactive client support in a financial setting, requiring strong organizational skills, technical proficiency, and excellent communication abilities. The position supports advisors and manages various client-related tasks, ensuring high standards of service and confidentiality.

Benefits

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Paid maternity leave

Paid paternity leave

Disability insurance

Qualifications

• Minimum of three years experience in an advisor support role.
• Three years of experience in financial services.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Support client service needs such as paperwork processing and account setup.
• Manage client interactions through calls and emails.
• Maintain and update client records in the CRM database.

Skills

Interpersonal skills

Communication skills

Problem-solving skills

Attention to detail

Multitasking abilities

Tools

Microsoft Office Suite

Job description

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Dynamic Advisor Solutions provided pay range

This range is provided by Dynamic Advisor Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $60,000.00/yr

Direct message the job poster from Dynamic Advisor Solutions

Senior HR Business Partner @ Priority Financial Group & Dynamic Advisor Solutions | SHRM Certified Professional

Role:

Dynamic Advisor Solutions is seeking a dedicated, detail-oriented, and positive-minded Client Service Associate to join our team in a fully remote capacity. The ideal candidate is tech-savvy, has high standards for client service, and excels in communication. A strong background in financial services, exceptional organizational skills, and a proactive approach are essential for success in this role.

Schedule:

• We are an Arizona-based company and require this role to work Arizona hours.

Responsibilities:

• Proactively support client service needs, including paperwork processing, new account setup, account transfers, updates, move money requests, and resolving NIGO (Not In Good Order) alerts, as directed.
• Provide responsive support to advisors and custodians via phone and video calls.
• Manage client interactions through remote video calls, phone conversations, and email communication.
• Maintain and update client records and files in the CRM database, ensuring accuracy and confidentiality.
• Organize and manage document storage and client records.
• Assist with data entry and report preparation as requested by financial advisors.
• Handle confidential client and company information with discretion and professionalism.

Qualifications:

• Minimum of three years experience in an advisor support role.
• Three years of experience in financial services (e.g., banking, wealth management, insurance).
• Excellent interpersonal, customer service, and communication skills.
• Strong attention to detail and problem-solving capabilities.
• Ability to multitask and manage time effectively in a remote environment.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Must pass a basic credit and background check.
• Comprehensive benefits package, including health, dental, and vision insurance
• Retirement savings plan
• Paid time off and holidays

How to Apply:

If you are interested in joining our remote team and contributing to our mission of delivering exceptional client service, please submit your resume via LinkedIn's Easy Apply feature on this job posting.

Dynamic Advisor Solutions is an equal-opportunity employer and values diversity in the workplace. We encourage individuals from all backgrounds to apply.

Thank you for considering Dynamic Advisor Solutions as your next career destination. We look forward to reviewing your application!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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