Client Service Associate

Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe.

Our team members, apply their extensive client service experience and deep knowledge of investment management to meet the complex financial planning needs of expatriate Americans, and foreign nationals with integrity, objectivity, and perspective.

We recognize that our team members are our strength, and the diverse talents they bring to our workforce are directly linked to the firm’s success.

We are seeking a Client Service Associate to help us deliver exceptional results and join our team.

Position Summary

Our Client Service Associate uses skills obtained through experience and training to provide direct support to a Financial Advisor to assist with a wide variety of client and administrative functions.

Knowledge / Requirements

• Preferred 4-Year Bachelor’s Degree and 2-4 years of administrative experience
• Prior experience preferred working in a broker-dealer office or finance industry
• Microsoft Excel, Word, Outlook and PowerPoint proficiency to produce professional documents
• Upholds a polished, professional and welcoming nature with external and internal business contacts
• Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to complete assigned tasks on time
• Excellent verbal and written communication skills to communicate ideas and thoughts in a clear, professional manner to managers, team members, and clients
• Effective problem-solving skills to resolve routine client questions
• Ability to handle moderate amount of incoming phone calls daily
• Ability to work independently and in teams to complete high-priority tasks in a timely manner
• FBI background check and credit check required
• Regular and timely attendance is required

Job Duties and Responsibilities

• Runs daily reports to make sure advisor accounts are in good standing and takes action to work with Financial Advisors to bring accounts into good order when needed
• Coordinates and performs a wide range of staff and / or operational support activities
• Anticipates client needs, solves problems and follows through with exceptional service while communicating with clients and maintains service, turnaround times
• Responds to incoming emails and telephone calls in a professional manner to ensure that the client’s request is met in a timely fashion
• Supports the front desk with various office tasks including answering phone calls, greeting clients, processing checks as needed
• Manages calendar and schedules meetings for clients, prospects and outside vendors
• Prepares and coordinates client forms and documents all relevant action items and tasks being tracked in CRM
• Interacts with the firms’ home office support to develop cooperative relationships and follows through on requests
• Opens new client profiles for prospective clients and add accounts to existing relationships for existing clients
• Close accounts for clients
• Attend regular meetings like Weekly Op’s Meetings, Professional Development & Compliance
• Assist with travel arrangements for the advisor to see clients
• Executes project-related tasks to contribute to the firm’s development
• Supports team members with various duties and responsibilities as assigned
30+ days ago