Lead Client Services Associate

Liberty Personnel Services, Inc.; Malvern (Chester County); On-site; USD 75,000 - 90,000; Full time

Job summary

Liberty Personnel Services, Inc. in Malvern, PA is seeking a Lead Client Services Associate/Administrator to partner with clients and lead advisors for seamless account management and high-touch service.

The role focuses on handling client inquiries via inbound calls, maintaining client records, and collaborating on financial strategies to enhance client relationships.

Qualifications

• Direct experience in customer-facing roles in financial services.
• Experience with inbound phone support is required.
• Bachelor's degree or equivalent experience preferred.

Responsibilities

• Serve as primary contact for client inquiries via inbound calls.
• Collaborate with lead advisors to implement financial strategies.
• Maintain accurate client records and deliver high-touch service.

Skills

Client service

Interpersonal communication

Problem solving

Financial acumen

Education

Undergraduate degree

Job description

Lead Client Services Associate/Administrator - Malvern, Pa - $75-90k

A premier investment advisory firm is seeking a client-centric Lead Client Services Associate. This role is responsible for partnering with clients and internal lead advisors to ensure seamless account management and high-touch service.

Core Responsibilities

Serve as the primary point of contact for client inquiries via inbound calls, managing account maintenance and complex issue resolution.

Collaborate with lead advisors to execute financial strategies and maintain accurate client records.

Deliver empathetic, solution-oriented support to enhance client relationship management.

Requirements

Platform Expertise: Direct experience working with Charles Schwab, LPL or Fidelity advisor platforms is required.

Experience: Prior customer-facing or inbound phone experience within the financial services industry.

Education: Undergraduate degree preferred, or an equivalent combination of education and experience

Skills: Strong interpersonal communication, a problem-solving mindset, and a commitment to building financial acumen.