TalentLink Solutions · 13 hours ago
Client Service Associate - Financial Services
York, PA
Full-time
Onsite
Entry Level
$60K/yr - $70K/yr
1+ years expTalentLink Solutions is a growing, independent financial services firm based in York, PA, with over 30 years of experience. They are seeking a Client Service Associate to support Financial Advisors and enhance the client experience by managing accounts, paperwork, and service requests.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Provide support to Financial Advisors and Financial Planners
Open new client accounts and research client and security information using internal databases and other technologies
Ensure all client paperwork and documentation is complete and accurate before submission to support proper maintenance and meet firm and industry requirements
Prepare letters, forms, and reports to assist with servicing existing clients
Enter and process trades as directed by the Financial Advisor, based on experience and credentials
Facilitate client cash flow needs, including systematic income and one-time withdrawals
Accurately organize and compile relevant client information and notes in our CRM, planning, imaging, and all other business systems
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
Provide superlative hospitality and client experience to every client
Qualification
Required
Bachelor's degree highly preferred, or equivalent work experience
1-3 years of progressive experience in wealth management highly preferred; candidates with experience in similar environments, such as accounting, banking, investment operations, insurance, or mortgage industry roles with a focus on processing are also encouraged to apply
Strong technology skills and proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) required; Knowledge of industry-specific software (LPL Broker Dealer Systems and Redtail) is a plus
Excellent follow-through and communication regarding status of open items
Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions
Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issues
Preferred
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts preferred
While not required, candidates with Series 7, Series 63, Series 65, or Series 66 licenses will get priority viewing
Benefits
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
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
Company data provided by crunchbase