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Signature Estate & Investment Advisors, LLC · 2 months ago

Sr. Client Service Associate

Cleveland, OH, US

Full-time

Onsite

Senior Level

$50K/yr - $75K/yr

Signature Estate & Investment Advisors, LLC is an advisory firm seeking a Sr. Client Service Associate to support the lead advisor with account management and client service needs. The role involves assisting in all aspects from client onboarding to addressing their continuous service needs, while maintaining effective communication with clients and colleagues.

AdviceConsultingReal EstateRetirementWealth Management

Responsibilities

Responsible for many aspects of administration and client service for Business Clients and Retail Wealth Clients

Responsible for New Business (tracking statistics, open new accounts)

Organize and Manage Portfolio Review, Prospect or Closing Meeting Process for Clients

Account Maintenance (opening new accounts, follow through, managing transactions, address changes, etc.)

Prepare paperwork, letters, client reports and other client communications

Proactive and immediate resolution of client inquiries – direct client contact

Scheduling client meetings

Participation in weekly Staff and Operations Meetings

Responsible for designing your own, independent workflow and tracking tasks in CRM

Expectation of initiative to look for ways to streamline processes in order for the firm to be more efficient as a whole

Responsible to document your tasks for the Operations Procedure Manual (screen shots with clear, concise instructions)

Effective communication with both internal and external contacts including prospects and clients

Establish working relationships with colleagues and external clients

Handle a variety of tasks and provide connection between advice across all areas of the firm

Qualification

FINRA licenses Series 7FINRA licenses Series 66CRM softwareSpreadsheet Software (Excel)Word Processing Software (Word)Electronic Mail Software (Outlook)Presentation software (PowerPoint)Customer ServiceInterpersonal SkillsOral CommunicationWritten Communication

Required

Bachelor's Degree (BA) from four-year college or university

Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software

Preferred

FINRA licenses Series 7 and 66

Company

Signature Estate & Investment Advisors, LLC

Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique needs of affluent individuals, institutions and corporations.

Founded in 1997