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Client Service Associate-Financial Guidance
Client Service Associate-Financial GuidanceCX Institutional LLC • Auburn, IN, US
Client Service Associate-Financial Guidance

Client Service Associate-Financial Guidance

CX Institutional LLC • Auburn, IN, US
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Job Description

Job Description

CX Institutional, LLC d / b / a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a combination of organic growth and 10+ strategic acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans. Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry. In 2024, Forbes recognized Credent as one of the top RIA firms in the U.S. For more information, visit Credent Wealth Management.

Purpose :

Client Service Associates (CSA) support the Wealth Advisor by building relationships with each client to deliver a Raving Fan experience. CSA’s will manage and maintain accurate client accounts at the custodian, process fund transactions, and support clients with online systems. They will handle client inquiries, prepare and review documentation, and provide support to the advisory team with tasks such as document preparation, administration and scheduling Goal Review and Risk Audit meetings, client fund transactions, and fielding incoming calls. The Client Service Associate will also assist in issue and discrepancy resolution, ensuring compliance with regulatory requirements, and staying informed of industry best practices to promote operational efficiency and deliver a client experience above and beyond expectations.

  • The Client Service Associate may have unique tasks associated with the corresponding client service level : Financial Guidance, Wealth Management, and Private Wealth.

Job Responsibilities :

  • Onboard, maintain, and offboard clients, accounts, and client relationships through system account updates and fielding questions from clients about their account status.
  • Process new client accounts, combine accounts, transfer accounts, client banking information, or close accounts by following system business processes.
  • Create, transfer, and update client households in CRM, and custodial and finance systems, including beneficiaries, address and contact changes, new and transitioning account information, and financial life events.
  • Identify, communicate, assist, and resolve questions and concerns from clients with online systems access, functionality, and provide demo use when necessary.
  • Understand, demonstrate, and continually improve a thorough and well-rounded knowledge of account types, regulatory compliances, basic trade instructions, account settlements timeframes, Required Minimum Distributions (RMDs), account roll-overs, security holdings, and investments.
  • Assist the Client Care Coordinator (CCC) role as necessary, provide scheduling support, answer and route phone calls to team members.
  • Prepare, host, and attend online conference calls and other office meetings about new processes, systems use, onboarding / offboarding updates, etc.
  • Remain knowledgeable in the policies and regulations of the regulatory bodies to ensure compliance with all work activities.
  • Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations
  • Comply with company-wide policies and SEC regulations

    • Education : High School Diploma; Associate's degree in finance, Business Administration a plus

    Experience : 1+ years in Finance, Banking, Tax or Accounting; Customer Service experience preferred

    Other : Series 65 licensing achieved within 30-60 days after hire

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    Client Service • Auburn, IN, US

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