Senior Client Service Associate

CivicMinds, Inc; Columbia (MD); On-site; USD 65,000 - 85,000; Full time

Job summary

A financial services firm in Columbia, MD is seeking a Finance Recruiter to manage client relationships and onboarding. The ideal candidate will have a Bachelor's degree in finance and 3-10 years of experience in client services. Responsibilities include handling client inquiries, assisting onboarding, and maintaining relationships through effective communication. Strong skills in Microsoft Office and Salesforce CRM are preferred. This full-time role offers a dynamic environment with growth opportunities.

Qualifications

• 3-10 years of experience in a client services role at a financial services firm.
• Detail and service-oriented, with excellent prioritization skills.
• Self-motivated and collaborative interpersonal skills are ideal.

Responsibilities

• Receive and address inbound client inquiries.
• Assist in client onboarding and document preparations.
• Maintain and document client relationships effectively.

Skills

Client management

Microsoft Office Suite

Salesforce CRM

Verbal communication skills

Written communication skills

Education

Bachelor's degree in finance or related subject

Tools

Salesforce CRM

Charles Schwab advisor platform

Job description

Finance Recruiter @ CivicMinds, Inc | Full Cycle Recruitment, US Recruiting

Responsibilities

• Receive inbound client phone calls and emails, addressing their needs or directing them to the appropriate team member.
• Assist client onboarding activities including completion of all necessary paperwork and rollover calls, partnering with internal team on process execution, client portal setup, welcome emails, and proactive communication with clients.
• Process account service requests and ensure appropriate documentation for all money movement requests including distributions, QCDs, and RMDs.
• Complete and monitor the transfer of incoming assets from other institutions to ensure a smooth and efficient onboarding experience for new clients.
• Schedule prospective and existing client meetings including initial consultations, onboarding meetings, and annual reviews.
• Assist in the preparation of client reports and other materials for client meetings and complete follow-up communication and implementation of actions that result from those meetings.
• Research and resolve routine to complex client issues leveraging internal support or escalating as appropriate.
• Track and document client interactions, activities, and meetings in Salesforce CRM, ensuring notes are input in a timely manner.
• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and ensuring key client information and documentation is up to date.
• Leverage various communication channels to keep in touch with clients and maintain strong relationships.
• Contribute to the mentoring and training of client associates.

Qualifications

• Bachelor's degree in finance or related subject matter
• 3-10 years of experience in a similar client services role at a financial services firm
• Excellent skills in Microsoft Office Suite
• Experience with Salesforce CRM preferred
• Experience with Charles Schwab advisor platform preferred
• Strong written and verbal communication skills
• Detail and service oriented
• Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment
• Excellent written and verbal communication skills, as you will have significant contact with the clients of the firm
• Ideal team members for our office culture will have a strong work ethic, be self-motivated and have collaborative interpersonal skills

Seniority level

• Associate

Employment type

• Full-time

Job function

• Other

Columbia, MD

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