Corps Team
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Our client, a financial advisor specializing in wealth management is seeking a Client Care Associate for a direct hire role in their Atlanta, GA office.
Per company policy, new hires must work on-site for first 3 months of employment but, after 3 months and with manager's approval, they may elect to work remotely up to 3 days per week.
Primary Function:
The Client Care Associate is an integral part of the overall client experience, engaging in frequent client contact and providing support to the Wealth Management team. A high degree of direct communication with clients is required, with the Client Care Associate acting to ensure a satisfying and memorable client experience.
Job Duties:
Qualifications:
Position Requirements:
Lynn Danen
Client Care Associate
Posted: 01/16/2023
2023-01-16
2023-02-25
Employment Type:
Direct Hire
Industry: Financial Services
Job Number: 15901
Field of Expertise: Customer Support
Remote Friendly:
Job Description
Our client, a financial advisor specializing in wealth management is seeking a Client Care Associate for a direct hire role in their Atlanta, GA office.
Per company policy, new hires must work on-site for first 3 months of employment but, after 3 months and with manager's approval, they may elect to work remotely up to 3 days per week.
Primary Function:
The Client Care Associate is an integral part of the overall client experience, engaging in frequent client contact and providing support to the Wealth Management team. A high degree of direct communication with clients is required, with the Client Care Associate acting to ensure a satisfying and memorable client experience.
Job Duties:
- Coordinates, prepares, mails, and processes initial document packages.
- Handles all necessary account maintenance such as wires, journals, check requests, transfers, money-links, new applications, changes of address, etc.
- Processes any returned documents from clients including contracts & investment policy statements, applications, transfer paperwork, etc. according to established department procedures.
- Inputs and maintains accurate client information in all appropriate databases and software applications.
- Tracks outstanding client transfers and purchases/redemptions of alternative assets.
- Effectively manages and prioritizes workflow created from CRM action items, phone calls from clients, emails, and additional work not flowing through the central database.
- Verifies that all requests to custodians are received and handled to completion.
- Scans and files any paperwork directly generated by personal daily activities and assists the team with scanning/filing when necessary.
- Ensures that complete cost basis information for client accounts is updated and available with the appropriate custodian.
- Actively participates and contributes to Client Care Team projects (internal and external).
- Develops an understanding of the Firm’s Financial Solutions philosophy, programs, features, and benefits. Strives towards a thorough understanding of firm services, philosophies, and ideologies.
Qualifications:
- Strong written and verbal communication skills, can-do-attitude, enthusiasm, and a strong aptitude for learning.
- The ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essential.
- Organizational skills and attention to detail are critical given the nature of paperwork, processes, and work, upon which both clients and the Wealth Management Team depend.
- This person is an intelligent, analytical thinker with the ability to draw on a range of resources to ensure a high-quality outcome across the position responsibilities.
Position Requirements:
- 4-year college degree preferred.
- Minimum of one (1) year experience in the financial services industry with a concentration in securities and investment operations.
- Familiarity with portfolio accounting systems is preferred (Axys/Advent, Centerpiece, Portfolio Center, Orion, other).
- Microsoft Office proficiency.
- Excellent customer service and administrative abilities.
Meet Your Recruiter
Lynn Danen
Lead Senior Recruiter
Lynn, a Certified Diversity & Inclusion Recruiter, joined Corps Team in March of 2011. She earned her bachelor’s degrees in Psychology and Philosophy from Northern Kentucky University. Lynn has over 18 years of Recruiting and HR experience, and finds great fulfillment in partnering with hiring managers to help them find the best candidate for their hiring needs. Partnering with employers in a wide range of industries, Lynn’s recruiting expertise includes human resources and total rewards, accounting and finance, marketing, business development, supply chain, customer support, business operations, and administrative roles. However, she has also successfully met business needs by managing recruitment processes outside of her wheelhouse, facing these challenges with excitement and determination.
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