Client Service Associate
- $40,000 to $50,000 Yearly
- Full-Time
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
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