Venture Visionary Partners · 1 day ago
Client Service Associate
Sylvania, OH
Full-time
Onsite
Entry Level
1+ years expVenture Visionary Partners is seeking a Client Service Associate to support Financial Advisors in delivering excellent customer service. The role involves managing client inquiries, ensuring compliance with regulatory requirements, and facilitating communication between clients and the Relationship Manager.
ConsultingFinancial ServicesWealth Management
Responsibilities
Assist with day-to-day client inquiries, resolve issues, and provide exceptional service to build and maintain strong client relationships, proactively resolving clients’ issues and concerns
Efficiently manage and prioritize a variety of tasks and processes, ensuring timely completion and accuracy
Prepare and maintain thorough client documents, reports, and records, ensuring compliance with regulatory requirements
Facilitate communication between clients and the Relationship Manager, including scheduling meetings, managing emails, and phone correspondence
Assist in opening and closing client accounts, updating account information, and processing account transactions accurately (including documentation)
Ensure all activities adhere to company policies, industry regulations, and compliance standards
Generate and distribute periodic reports on client accounts, transactions, and performance metrics
Work closely with the Relationship Manager and other team members to achieve company goals
Attend meetings with the Relationship Manager and Financial Advisor to help foster understanding of the scope of work to take on more responsibilities
Performs other duties as assigned
Support Venture Visionary Partners Culture through our mission, vision, and values. Make a positive contribution to business plan objectives and goals
Understand and adhere to all policies, procedures, and regulations. Adapt practices within the firm’s initiatives
Responsible for personal development through continued education, training, collaboration, and teamwork
Demonstrate professionalism in dress, tone, flexibility, and communication
Maintain open and respectful communication with other service teams. Handle conflict directly and discreetly
Shows empathy and respect towards clients and coworkers
Take ownership of job duties and follow procedures. Take initiative and offer team members assistance when necessary. Willingness to share knowledge and experience with other team members to reinforce a cohesive work environment
Recommend and develop process improvement and procedures to enhance productivity and improve efficiency
Understands and demonstrates the firm’s mission, vision, and core values and applies them throughout all aspects of the job
The depth of job knowledge displayed while performing daily tasks
Consistently acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with others
The quality of work is consistent, and no mistakes or errors are made. Always demonstrates commitment to excellence
Responds to needs and issues of internal team members and external clients to achieve optimal results
Demonstrates exceptional ability to recognize and clearly define problems. Considers full range of options and promptly acts to implement best possible solutions. Proactively foresees and eliminates obstacles to ensure smooth operations
Understand policies and regulations. Complies willingly and without exception. Acts as an example to others
Assist Relationship Managers with client transactions as necessary
Qualification
Required
Bachelor's or Associate degree in business related field helpful but not required. Equivalent work experience considered as substitute
Proficiency in Microsoft Office, Excel and Outlook
Knowledge of financial products and services is a plus
One to two years of experience working in the financial industry preferred but not required
Excellent attention to detail, solid follow-up skills, and the ability to think strategically and solve problems
Strong interpersonal skills and a client-centric attitude
Exceptional organizational skills
Excellent communication skills, both written and verbal
Ability to multitask and work effectively in a fast-paced environment
Skilled at planning, organizing, prioritizing, and executing simultaneous projects and activities: proven ability to work under pressure and adapt quickly to change
Company
Venture Visionary Partners
Venture Visionary Partners offers a range of financial services like business service planning, consulting, and wealth management.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Craig D. Findley
Chairman and CEO
Company data provided by crunchbase