TalentLink Solutions · 1 hour ago
Client Service Associate - Financial Services
Fort Worth, TX
Full-time
Onsite
Mid Level
3+ years expTalentLink Solutions is an independent wealth management firm seeking a Client Service Associate to assist clients in achieving their financial goals. This role involves being a primary contact for clients, managing service requests, and ensuring a positive client experience through various support tasks.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Greet clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office
Act as first line of response for incoming calls, generally handling 30-60 calls per day
Record meeting notes on topics covered, changes in client’s needs, and action items
Summarize meeting and schedule action items in contact management software
Conduct rollover calls
Support client onboarding and new account processes
Prepare and produce back-office support demands for basic client account requests
Plan, assist with, and attend client events
Place trades as needed to ensure alignment and execution of investment strategy
Prepare annuity reviews, as well as execute new annuity account openings
Communicate and follow up regularly with clients about changes to their accounts
Develop strong relationships and rapport with clients
Handle calendars for multiple advisors, scheduling and confirming appointments
Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and the firm at all times
Stay current on industry developments; service and product enhancements; regulatory issues; and client needs
Satisfy Continuing Education requirements for licenses and professional designations
Perform general office functions like sorting mail, ordering office supplies, etc
Perform other duties as assigned
Qualification
Required
High School Diploma or GED required
Industry-specific software/platform experience required
Ability to type 50 wpm required
Excellent attitude, professional demeanor, and an extraordinary client service orientation
Superior phone skills, friendly and helpful in all interactions on the phone
Ability to prioritize and handle a variety of changing responsibilities and manage time-sensitive projects with specific attention to detail
Excellent organizational and time management skills and ability to multi-task
Attendance is an essential function
Preferred
Bachelor's degree highly preferred
3+ years of financial services experience supporting one or more financial advisors highly preferred
Osaic knowledge highly preferred
Benefits
Medical
Dental
Vision
Paid Time Off
Holiday Pay
401K with a match
Short-term and Long-term disability
Some additional non-traditional creative benefits
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
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