Client Service Associate

Legacy Solutions, a well-established investment firm located in Kennett Square, PA, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.

This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner.

Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.

Responsibilities:

• Telephone Reception
• Client Meeting Reception
• Frequent client contact by phone and emai
• Assist clients with service needs, including general account questions, account changes, contributions and withdrawals, sending reports and documents
• Document client interactions via Redtail CRM, follow up on client meetings
• Maintain databases of client information
• Prepare and submit client paperwork and financial transactions accurately
• Respond to and correct paperwork not in good order
• Inform financial advisor of client issues of significant concern
• Stay apprised on industry and company rules and regulations
• Other projects and tasks as assigned

Desired Experience and Skills:

• Financial services experience preferred, but not required
• Ability to develop strong client relationships
• Excellent oral and written communication skills
• Ability to work independently
• Problem solver, critical thinker and creative skills
• Ability to anticipate client and advisor needs
• Capable of working under deadlines
• Ability to do research to answer questions

Technology Used:

Redtail CRM, DocuSign, MoneyGuide Pro, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)

• Various investment and insurance company websites

We offer:

• A supportive and professional work environment
• This position has upward mobility, access to 401(k), and a salary range of $40-50k
• An opportunity for professional growth and advancement