Client Service Associate - 149383

About Atrium

What you do matters. As a people-centric organization, we foster an environment of collaboration, high-performance and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team.

Client Overview

Our client, a well-established Financial Services company with over 60 years of rich history and recognition for their excellence in the Financial Services industry. This company offers an excellent launchpad for careers throughout the financial services industry, from Administrative to customer service, marketing, and human resources. We enjoy helping young professionals of all backgrounds grow within the roles they love. By starting your career journey with us, you’ll instantly gain access to a support structure and community of dedicated and passionate associates who can help you accelerate your career. They are seeking a Client Service Associate to assist with the Customer Service Team on a temp-to-hire basis.

Salary/Hourly Rate

$20.75/hr

Position Overview

Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal Client Service Associate candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Responsibilities Of The Client Service Associate

• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
• With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports
• Opens new client accounts and research client and security information using internal databases and other technologies
• For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion
• Prepares letters, forms, and reports to assist with servicing existing clients and prospecting for new clients
• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events
• May enter orders at the direction of the Financial Advisor
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
• Performs other duties and responsibilities as assigned
  
  

Qualifications For The Client Service Associate

• Experience with investment concepts, practices and procedures used in the securities industry
• Understanding of Financial markets, products, and industry regulations
• Experience utilizing a Client Relationship Management (CRM) software, or similar contact management software
• Strong Excel, including developing spreadsheets as needed and for ongoing reporting
• Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
• Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
• Analyze and research account information
• Ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
• Handle stressful situations and provide a high level of customer service in a calm and professional manner
• Use mathematics sufficient to process account and transaction information
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually
• Work both independently and as part of a cohesive team
• Provide a high level of customer service
  
  

Education Requirements

• Associate’s degree is required
  
  

Benefits

• Atrium Care Package available, upon eligibility. (Including healthcare plans, discount programs and paid time off)
  
  

As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.

EOE/M/F/D/V/SO

Position ID: 149383