Client Services Associate
On-siteEl Paso, Texas, United States
El Paso, Texas, United StatesOn-siteFull TimeEntry LevelInsuranceMedium
Full TimeEntry LevelMediumInsurance
Job Summary
Support 1-3 Financial Advisors by handling client service activities and delivering exceptional experiences so advisors can focus on growing their practice. Serve as the main contact point for clients and advisors regarding service needs, questions, and account paperwork requests. Manage advisor calendars, process cash/ACH requests, and open new accounts while documenting all activities in the CRM. Act as an escalation route and knowledge resource for the CSA team, providing data entry support for on-boarding and ensuring the team stays updated on Level Four and custodial process changes.
Required Qualifications
- 5 + years of experience successfully supporting busy Financial Advisor(s)
- 2+ years of experience in Client On-Boarding, working with custodians
- Bachelors/Associate Degree or equivalent work-related experience
- Ability to organize, prioritize, multi-task, follow through on commitments, and work independently, while being reliable, accountable, detail-oriented, and team-oriented
- Superior communication skills when interacting with clients, advisors and teammates
- A passion to help the team and the advisors
- Very comfortable with Microsoft Office Suite (outlook, word, excel)
- VERY comfortable with technology, in general
- English fluency
Desired Qualifications
- Fluency, or professional working proficiency, in Spanish
- Experience with Salesforce as a CRM
- Experience with Raymond James or other custodians
- FINRA Series 6 or 7
- Experience with Charles Schwab and/or Fidelity
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