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RTD Financial · 2 days ago

Client Services Associate

Philadelphia, PA

Part-time

Hybrid

New Grad, Entry Level

$28.85/hr - $28.85/hr

RTD Financial is seeking a dedicated Client Service Associate (CSA) to join their team. This part-time position plays a vital role in the client service department, working closely with Financial Planners to provide exceptional support to clients and facilitate account operations.

ConsultingFinancial ServicesManagement Consulting

Responsibilities

Serve as a primary point of contact for clients, delivering timely and proactive service while fostering strong relationships built on trust and reliability

Guide clients through the onboarding and account-opening process, including preparing all necessary paperwork

Address account inquiries, process cash requests, and resolve service-related issues with accuracy and professionalism

Respond to client questions and concerns with a high level of care, ensuring a positive and seamless experience

Act as a liaison between clients, advisors, custodians to facilitate smooth account operations and resolve issues efficiently

Build personal rapport with clients so they feel confident and comfortable reaching out to their CSA for support

Review and maintain accurate client data in CRM (Customer Relationship Management) and ensure all records are kept current

Interpret meeting notes to stay up to date on client activities, preferences, and follow-up actions for both the client and the firm

Participate in client meetings as needed to support planners and document action items

Monitor, review, and assist in refining service workflows to enhance team efficiency and consistency

Maintain in-depth knowledge of custodial platforms and their websites to effectively navigate and support client needs

Qualification

Client service experienceCRM systemsMicrosoft OfficeFPQP® designationVerbal communicationWritten communicationAttention to detailOrganizational skillsTime-management skillsTeam collaborationPositive attitude