Client Service Associate-HYBRID

About the role

We are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients.

Responsibilities

• Develop sound client relationships by providing exceptional care in researching and responding to inquiries from clients and related contacts via telephone, e-mail, and written correspondence.
• Act as the liaison between the clients, advisors, and mutual fund companies.
• Perform transactional activities such as opening and funding accounts, facilitating portfolio changes, and money movement.
• Support and collaborate with financial advisors for daily client meetings and calendar activities.
• Master essential trading and money movement processes and procedures.
• Proactively provide research and background to advisors to facilitate responses to ad hoc questions and client requests.
• Maintain CRM database – from entering new client data through confirming account closure procedures.
• Utilize eMoney financial planning software to update client portal information and generate reports.
• Acquire working knowledge in specialized areas of client administration such as estates and retirement.

Requirements

• Exceptional customer service skills and the ability to develop a rapport with clients and related professionals of varied ages and backgrounds.
• Financial services industry experience is a strong preference.
• Bachelor's Degree preferably in business or related field with two years' experience, or an associate degree combined with related experience.
• Advanced user of Microsoft Word, Excel and Outlook.
• Proficient in Teams, OneNote, SharePoint, Zoom, and DocuSign.
• Strong attention to detail with high level of accuracy, initiative, and follow-through.
• Self-motivated and responsible with ability to work effectively both independently and as part of a team.
• Ability to adapt and stay current on software applications, operational procedures, and industry regulations.
• Currently hold or a willingness to earn the Securities Industry Essentials (SIE) Certification.

Benefits

• A comprehensive benefits package that includes medical (2 plan options), dental, vision, core and buy-up life insurance, short and long-term disability coverage and company funded flexible spending accounts.
• A generous paid time off program.
• A best-in-class 401K plan with online planning and reporting tools.
• A wellness program with additional time off rewards.
• Easily accessible office with free parking for onsite days.