Talent.com
Client Service Associate

Client Service Associate

Ronald Blue TrustCharlotte, NC, US
30+ days ago
Job type
  • Full-time
Job description

Job Type

Full-time

Description

Provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and / or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and providing the highest quality client service.

Requirements

Principal Accountabilities :

1. Initiates and monitors administrative details to serve team and clients with excellence, which include but are not limited to :

  • Manages all procedures and follow-up necessary to service investment accounts (e.g., processing applications, deposits, withdrawals, transfers; collating and mailing Quarterly Investment Reviews; and generating various investment reports as needed).
  • Prepares requested client, branch, or investment reports and spreadsheets in a timely manner.
  • Transcribes or composes routine correspondence and emails with speed and accuracy and in keeping with the highest business standards.
  • Manages expense reporting process in a manner consistent with Finance procedures.

2. Works in conjunction with Manager and team to initiate and organize meetings and respond to client inquiries regarding actions taken to accomplish goals including :

  • Coordinates the scheduling of team appointments, meetings, and travel arrangements.
  • Greets team's visitor(s) or client(s) in a warm, welcoming manner.
  • Proactively plans for and responds to urgent needs.
  • Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base.
  • Approaches work, interactions and relationships in a manner consistent with the company's Core Values.

    • 3. Provides administrative support to the Division and / or team in a manner consistent with service standards, including :

  • Executes all functions necessary to maintain accurate electronic records and database of prospect and client information in accordance with compliance guidelines and regulations, including maintaining well indexed and up-to-date electronic file systems for correspondence, reports and reference material, and confidential and non-confidential material.
  • Gathers, records, and processes pertinent information from clients or financial institutions for record maintenance or further analysis by other team members.
  • Effectively utilizes CRM and DMS systems to maintain records in an accurate, up-to-date manner.
  • Answers incoming calls and emails in a professional manner, providing routine information or referring to the appropriate team member when needed.
  • Actively builds efficiencies and effectiveness into administrative and clerical tasks.
  • Performs some branch accounting tasks, such as accounts payable and receivable, as required and forwards all other branch accounting information in a timely manner to the Finance department for processing.
  • Processes incoming and outgoing mail efficiently.
  • Ensures office equipment is properly maintained.

    • 4. Monitors and orders office supplies as needed within budgetary guidelines, maintaining positive relationships with vendors and service representatives to support the goal of office efficiency.

    5. Processes quarterly billing generates invoices and maintains updated Client Income Projection report in a timely, and accurate manner.

    6. Supports and completes special company-wide projects in accordance with prescribed standards and guidelines.

    7. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company.

    Qualifications :

  • Organizes and expresses thoughts clearly and concisely in both speaking and writing
  • Demonstrated excellent computer literacy / skills and knowledge of specialized office programs, including strong proficiency within Microsoft Office products, specifically Microsoft Excel, Word, and Outlook
  • Demonstrated knowledge of file management principles and, with assistance from internal training resources, demonstrated competency in utilizing company-specific software applications
  • Adeptness at prioritization and proactive planning with ability to complete multiple time-sensitive tasks, responding to urgent needs
  • Personal integrity and ability to discreetly handle confidential data
  • Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environment
  • Capability to excel in a team environment as well as working independently
  • Desire to serve clients and co-workers with excellence
  • Proven strong technical and analytical skills
  • Strong business mathematical skills and keen attention to detail
  • Strong organization skills and systems acumen

    • Education, Experience & Skills :

  • Bachelor's degree in management, Business, Finance, Accounting or a related field is preferred.
  • Minimum of three (3) years prior experience in a support role in administrative support, customer service, or accounting in a financial, investment, banking or accounting company is strongly preferred.
    • Create a job alert for this search

    Client Service Associate • Charlotte, NC, US

    Related jobs
    • Promoted
    Client Service Associate

    Client Service Associate

    Wealth Enhancement GroupCharlotte, NC, US
    Full-time
    Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial plannin...Show moreLast updated: 30+ days ago
    Client Service Associate

    Client Service Associate

    GrahamCharlotte, NC
    Full-time +1
    Quick Apply
    REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...Show moreLast updated: 30+ days ago
    Client Service Leader

    Client Service Leader

    Arthur J Gallagher & Co.Charlotte, NC, United States
    Full-time
    Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you b...Show moreLast updated: 18 days ago
    Registered Client Service Associate

    Registered Client Service Associate

    Morgan StanleyCharlotte, NC, United States
    Full-time
    POSITION SUMMARY : Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with th...Show moreLast updated: 5 days ago
    • Promoted
    Client Service Associate

    Client Service Associate

    Jackson Hewitt Tax Service, Inc.Charlotte, NC, US
    Full-time
    We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t...Show moreLast updated: 30+ days ago
    Client Relationship Associate

    Client Relationship Associate

    VanguardCharlotte, NC, United States
    Full-time
    About this job : At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, "to take a stand for all investors, to treat them fairly, and to give them the...Show moreLast updated: 8 days ago
    Client Service Leader

    Client Service Leader

    Arthur J. Gallagher & CompanyCharlotte, NC, United States
    Full-time
    How will I impact the business? As the Client Service Leader you will ensure delivery of exceptional service to Gallaghers clients by managing our client service teams. You will champion branch init...Show moreLast updated: 18 days ago
    Client Service Associate

    Client Service Associate

    Wealth Enhancement Group AcquisitionCharlotte, NC, United States
    Full-time
    About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of pers...Show moreLast updated: 18 days ago
    • Promoted
    • New!
    Senior Client Service Associate

    Senior Client Service Associate

    VirtualVocationsCharlotte, North Carolina, United States
    Full-time
    A company is looking for a Senior Client Service Associate for a contract position in the financial services industry.Key Responsibilities Assist in coordinating client transitions and account ma...Show moreLast updated: 21 hours ago
    • Promoted
    Senior Registered Client Service Associate (Charlotte, N)

    Senior Registered Client Service Associate (Charlotte, N)

    Raymond James Financial, Inc.Charlotte, NC, US
    Full-time
    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate ...Show moreLast updated: 30+ days ago
    Client Service Associate

    Client Service Associate

    Corps TeamCharlotte, NC, US
    Temporary
    Quick Apply
    Our client, a large financial services company, is seeking a Senior Client Service Associate for a 12+ month contract assignment in either Chicago, IL, Minneapolis, MN or Charlotte, NC so candidate...Show moreLast updated: 1 day ago
    CW-Client Service Associate

    CW-Client Service Associate

    TIAACharlotte, NC, USA
    Full-time
    This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety o...Show moreLast updated: 5 days ago
    • Promoted
    Client Service Associate

    Client Service Associate

    JPMorgan Chase & Co.Charlotte, NC, US
    Full-time
    Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas...Show moreLast updated: 30+ days ago
    Client Service Associate

    Client Service Associate

    Ronald Blue TrustCharlotte, NC, United States
    Full-time
    Provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administratio...Show moreLast updated: 18 days ago
    Client Service Associate

    Client Service Associate

    Ronald Blue & Co.Charlotte, NC, United States
    Full-time
    Description Provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office ...Show moreLast updated: 18 days ago
    Client Service Associate

    Client Service Associate

    JPMorgan ChaseCharlotte, NC, United States
    Full-time
    Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas...Show moreLast updated: 18 days ago
    Client Service Representative

    Client Service Representative

    Townsquare InteractiveCharlotte, NC, United States
    Full-time
    This position requires you to work in our Charlotte Uptown office • •.At Townsquare Interactive, we specialize in empowering small and medium-sized businesses to thrive. Our stellar business managemen...Show moreLast updated: 18 days ago
    • Promoted
    Client Services Associate

    Client Services Associate

    Dragonfly Pond WorksCharlotte, NC, US
    Full-time
    In this role, you'll support our Customer Services Managers by coordinating services, solving problems, and ensuring smooth, profitable project execution. You'll be a key link between our te...Show moreLast updated: 2 days ago