Financial Services Operations Associate

Position: Client Relationship Associate- Financial Advisory Firm

Fantastic opportunity with a growing financial advisory firm in The Villages. 

Job Summary:

This role provides an opportunity for an organized, efficient, and detail-oriented team-player to work in a fast-growing and fast-paced environment.

Duties and Responsibilities:

The ideal candidate will: Provide excellent service and support to clients and team members which exceeds expectations.

• Assist in all day-to-day operational functions pertaining to client servicing needs
• First in line to answer the phone utilizing exceptional client service.
• Fact gather information about client needs - Direct escalated questions to appropriate resources within the organization
• Coordinate calendars and schedule meetings
• File, scan, and organize documents for storage in Egnyte
• Handle shipping/receiving of client and internal mail
• Maintain Salesforce database, including documenting all client specific transactions
• Proactively contact clients to enhance the client relationship
• Complete onboarding process for new clients, including new account applications and coding within technology databases
• Complete, submit, and monitor client servicing requests and paperwork processing
• Greet clients and make them feel comfortable when visiting the office
• Maintain client and prospect information in our records database.
• Adhere to firm procedures that enhance accuracy and streamlines processes for greater internal and external efficiency.
• Draft, review, or edit client correspondence for the Advisors, if needed.
• Perform for client review meetings, including preparing reports
• Complete special projects as assigned.

Qualifications:

Skills/Traits:

Organized with strong attention to detail, good communicator, service-oriented, team player.

3+ Years of Professional Experience

Embody mission, values and culture of the company

Excellent follow-through skills

Excellent interpersonal and telephone skills.

Excellent writing skills, organizational skills, and attention to detail.

Excellent attitude and an extraordinary client service orientation.

Ability to handle multiple tasks and operate on tight deadlines.

Be adaptable

Ability to thrive in a fast-paced environment