Senior Client Associate

Key Responsibilities

• Respond to inbound client calls and emails, resolving inquiries or directing them to the appropriate team member.
• Support client onboarding by coordinating paperwork, rollover calls, portal setup, welcome communications, and proactive follow-ups.
• Process account service requests and ensure proper documentation for money movements, including distributions, QCDs, and RMDs.
• Oversee the transfer of assets from other institutions to ensure a smooth onboarding experience.
• Schedule meetings for prospective and existing clients, including consultations, onboarding sessions, and annual reviews.
• Prepare client reports and materials for meetings, and follow up on action items post-meeting.
• Research and resolve client issues, escalating when necessary to ensure timely resolution.
• Maintain accurate records of client interactions and meetings in Salesforce CRM.
• Manage ongoing client relationships by processing requests, resolving inquiries, and keeping documentation current.
• Use various communication channels to maintain strong client engagement.
• Contribute to the training and mentoring of junior client service associates.

Qualifications

• Bachelor's degree in Finance or a related field.
• 3-10 years of experience in a client service role within a financial services firm.
• Proficiency in Microsoft Office Suite.
• Experience with Salesforce CRM and Charles Schwab advisor platform preferred.
• Strong written and verbal communication skills.
• Detail-oriented with a commitment to service excellence.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• A strong work ethic, self-motivation, and collaborative interpersonal skills are essential for success in our team culture.