Senior Client Service Associate
Company: Investment Advisory Firm
Location: Novi
Posted on: May 13, 2022
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Job Description:
Job Description Novi-based Registered Investment Advisory Firm
seeks dynamic self-starter, detail-oriented individual looking for
a fast-paced, challenging and highly rewarding work environment.
This position has the potential for growth and advancement. We love
what we do and think you will too Opportunity to make an impact
with Wealth Management Clients and Retirement Plan Participants.
You must love to talk to clients and prospects and have a
background in financial services. Responsibilities: Manage current
client relationships Provide education and solutions to clients as
you leverage the resources of our team of professionals Support
Financial Advisors to schedule and follow up on client meetings
Assist Financial Advisors with service and operational related
activities May also perform various administrative functions for
the team Anticipates and proactively seeks resolutions to client
and business-related issues Assist Relationship Manager and/or
Senior Client Service Manager with targeted education campaigns to
increase participation and deferral rates for Retirement Plan
Participants Opportunity to talk with a variety of clients and
prospects while instilling confidence in our services First point
of contact for clients and prospects Work closely with operations
to ensure client requests are achieved efficiently Interact with
other departments to support and develop ongoing service processes
---Qualifications: Experience in financial services Deep commitment
to client satisfaction Strong desire to build interpersonal
relationships with clients, prospects, and business partners
Ability to adapt to a rapidly changing business and technology
environment Excellent interpersonal skills, including written and
verbal communication Ability to thrive in a fast-paced,
collaborative environment Exceptional problem-solving skills
Effective organizational, multi-tasking and prioritizing skills
Ability to multitask while maintaining high degree of accuracy and
attention to detail Ability to maintain confidentiality with the
highest ethical standards Proficient with Microsoft Office and
ability to learn proprietary software Bachelor---s Degree preferred
Company Description As an independent firm, our business is
structured so that we can offer investment services that meet the
needs of our clients without obligations to outside corporate
interests. As trusted fiduciaries, we are committed to keeping our
clients as our first priority. We value trust, transparency and
integrity. Those values guide everything we do. Our passion to work
hard and serve others benefits corporate and individual clients all
over the United States.
Keywords: Investment Advisory Firm, Novi , Senior Client Service Associate, Other , Novi, Michigan
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