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Client Service Associate Stone Point Financial Services

Client Service Associate Stone Point Financial Services

Kestra Financial Independent AdvisorBeaver, PA, US
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The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork / requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Assist in preparation of consolidated performance reporting on a monthly / quarterly basis
  • Maintain CRM database; define and ensure adherence to appropriate client service models
  • Manage multiple and competing priorities daily in pursuit of business objectives

Knowledge, Skills, and / or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control

    • Education and / or Experience

  • Bachelor’s degree in a business-related field preferred
  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services products, including but not limited to : equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Previous experience in the independent financial services culture preferred
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    Client Service Associate • Beaver, PA, US