Client Services Associate

Job Description: Client Service Associate (Full-Time)Position Overview:We are seeking a highly motivated and detail-oriented Client Service Associate (CSA) to join our team at Bleakley Financial Group. The CSA will play a crucial role in supporting several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. This position offers the opportunity to work in a dynamic environment and contribute to the firm's success by ensuring efficient operations and exceptional client service.Key Responsibilities:Client Interaction: Serve as the first point of contact for clients, answering phone calls, scheduling, and confirming meetings, and preparing for client meetings.CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship Management (CRM) system.Account Management: Handle all aspects of new account paperwork, money movement, and additional paperwork tasks as needed.Product Support: Assist with Annuity and Insurance paperwork and support marketing initiatives.Reporting and Analysis: Interact with various platforms and workflows such as custodial portals, Orion Reporting, and Emoney to assist in client onboarding, reporting and related service requests.Trading Support: Assist with trading activities and maintain familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, Goldman Sachs, and LPL.Project Assistance: Support the management team with various projects during downtime.Qualifications:Experience: Prior experience in a client service role within a financial advisory or investment firm is preferred. Familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, and LPL is a plus.Skills: Strong organizational and communication skills, attention to detail, and the ability to multitask and prioritize effectively.Mindset: A high level of client service orientation, a collaborative attitude, and a proactive approach to problem-solving.Education: A bachelor's degree in finance, business, or a related field is preferred.Plus: Familiarity with key industry platforms and tools, including but not limited to:Portfolio Management Systems (e.g., Orion, Morningstar).Financial Planning Software (e.g., eMoney Advisor, MoneyGuidePro).Customer Relationship Management (CRM) Software (e.g., Salesforce).Understanding of compliance software relevant to the financial industry.Benefits:Competitive salary with performance-based bonusesComprehensive health, dental, and vision insuranceRetirement savings plan with company contributionsOpportunities for professional growth and developmentSupport for work-life balance initiatives.Why Join Us?Impact: Play a key role in supporting our financial advisors and contributing to the firm's success.Growth: Opportunity to develop professionally and take on additional responsibilities over time.Culture: Join a team that values collaboration, excellence, and a positive work environment.If you are a dedicated and detail-oriented professional looking to make a difference in a client-focused role, we encourage you to apply for this exciting opportunity as a Client Service Associate.

Created: 2025-01-07