Finance Recruiter @ CivicMinds, Inc | Full Cycle Recruitment, US Recruiting
Responsibilities
- Receive inbound client phone calls and emails, addressing their needs or directing them to the appropriate team member.
- Assist client onboarding activities including completion of all necessary paperwork and rollover calls, partnering with internal team on process execution, client portal setup, welcome emails, and proactive communication with clients.
- Process account service requests and ensure appropriate documentation for all money movement requests including distributions, QCDs, and RMDs.
- Complete and monitor the transfer of incoming assets from other institutions to ensure a smooth and efficient onboarding experience for new clients.
- Schedule prospective and existing client meetings including initial consultations, onboarding meetings, and annual reviews.
- Assist in the preparation of client reports and other materials for client meetings and complete follow-up communication and implementation of actions that result from those meetings.
- Research and resolve routine to complex client issues leveraging internal support or escalating as appropriate.
- Track and document client interactions, activities, and meetings in Salesforce CRM, ensuring notes are input in a timely manner.
- Maintain existing client relationships through the processing of client requests, resolving client inquiries, and ensuring key client information and documentation is up to date.
- Leverage various communication channels to keep in touch with clients and maintain strong relationships.
- Contribute to the mentoring and training of client associates.
Qualifications
- Bachelor's degree in finance or related subject matter
- 3-10 years of experience in a similar client services role at a financial services firm
- Excellent skills in Microsoft Office Suite
- Experience with Salesforce CRM preferred
- Experience with Charles Schwab advisor platform preferred
- Strong written and verbal communication skills
- Detail and service oriented
- Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment
- Excellent written and verbal communication skills, as you will have significant contact with the clients of the firm
- Ideal team members for our office culture will have a strong work ethic, be self-motivated and have collaborative interpersonal skills
Seniority level
- Associate
Employment type
- Full-time
Job function
- Other
Columbia, MD
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