Client Service Associate - 2/13 Strategic Partners
$31,200–$31,200 year
On-siteRadnor, Pennsylvania, United States
Job Summary
Prepare and process paperwork for client transactions, including opening new accounts, closing accounts, transferring assets, deposits, withdrawals, and communicating status updates to clients and Advisors. Manage ongoing client account maintenance such as money requests, checks, wires, ACHs, and periodic transfers while using the CRM platform to document all workflows. Oversee the client onboarding process from start to finish, including documentation preparation, funding, and investment execution. Proactively reach out to clients to share practice services and their digital experience. Provide support for Advisors by answering phones, responding to client requests, and participating in internal working groups to ensure client needs are represented in practice plans.
Required Qualifications
- Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
- Natural desire to be a problem solver
- Anticipate challenges and address them
- Take pride in your attention to detail
- Ability to manage changing priorities in a day, and set expectations with others
- Experience in Word, Excel, PowerPoint, Outlook, and Adobe
- Experience in Client Relationship Management system
- Experience in custodian platform
- Bachelor's degree preferably in business, accounting, finance, economics, or related experience
- You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future
Desired Qualifications
- Salesforce preferred
- Schwab preferred
- FINRA Securities licenses a plus
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