Client Service Associate - Symphony Wealth Group

Essential Duties And Responsibilities

• Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office
• Aid in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adhere to compliance standards
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Maintain CRM database; define and ensure adherence to appropriate client service models
• Manage multiple and competing priorities daily in pursuit of business objectives
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages

Supervisory Responsibilities

None

Knowledge, Skills, and/or Abilities

• Basic computer skills (Outlook, Word, Excel. Adobe)
• Strong administrative and time management skills with superior attention to detail
• Able to work independently and effectively manage multiple tasks at once
• Excellent communication skills, both verbally and in writing
• CRM knowledge a plus

Education And/or Experience

• The ideal candidate will have 2+ years of experience in administrative support in a professional environment
• High School Diploma or Associate's degree required
• Previous experience in financial services a plus