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TalentLink Solutions · 3 days ago

Financial Services - Client Service Associate

Atlanta, GA

Full-time

Onsite

Entry Level

$55K/yr - $70K/yr

1+ years exp

TalentLink Solutions is a retirement and financial planning firm based in Atlanta, seeking an experienced Client Service Associate to support their advisors and clients. The role involves ensuring high-quality client service, processing account paperwork, and maintaining client information efficiently.

ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency

Responsibilities

Communicate, process, and follow up with clients on various client service items, including general questions, applications, withdrawal requests, beneficiary changes, etc. following all to completion

Coordinate with advisors and clients to complete and process new account paperwork, transfers, contributions, and keep client accounts in good standing

Interface with custodians to complete new account applications and various account maintenance items, process cash and securities transactions, follow up as needed

Assume cashiering function with custodians, ensuring accurate and efficient financial transaction processing

Update and maintain client status and information within CRM and all internal systems and reports

Prepare, organize, coordinate, and maintain all client paperwork

Monitor and streamline workflows for client service and business operations tasks

Deliver superior client service – troubleshoot problems and serve as liaison between advisors and clients

Schedule client meetings, maintain calendar, and coordinate scheduling internally and externally; monitor client meeting frequency

Communicate with the custodian (Schwab) and external partners

Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues

Manage mailing lists; oversee the creation, maintenance, and segmentation of mailing lists to ensure accurate and effective communication with clients

Prepare, package, and ensure timely mailing of letters, packages, and other materials to clients

Qualification

Financial services experienceCRM platforms knowledgeMicrosoft Office skillsAttention to detailOrganizational skillsCan-do attitudeAnalytical thinkingCommunicationIntegrityTeam player