Apply on Employer Site

Dynamic Advisor Solutions · 1 month ago

Client Services Associate

United States

Full-time

Remote

Mid Level

3+ years exp

Dynamic Advisor Solutions is seeking a dedicated, detail-oriented, and positive-minded Client Service Associate to join our team in a fully remote capacity. The ideal candidate will support client service needs and manage client interactions, maintaining high standards of client service and communication.

BillingConsultingCyber SecurityFinancial Services

Hiring Manager

Michael Bryant, SHRM-CP

Responsibilities

Proactively support client service needs, including paperwork processing, new account setup, account transfers, updates, move money requests, and resolving NIGO (Not In Good Order) alerts, as directed

Provide responsive support to advisors and custodians via phone and video calls

Manage client interactions through remote video calls, phone conversations, and email communication

Maintain and update client records and files in the CRM database, ensuring accuracy and confidentiality

Organize and manage document storage and client records

Assist with data entry and report preparation as requested by financial advisors

Handle confidential client and company information with discretion and professionalism

Qualification

Financial services experienceClient service skillsCommunication skillsMicrosoft Office SuiteMultitaskingOrganizational skillsProblem-solving capabilitiesAttention to detailTime management