Client Services Associate
Legacy Solutions - Kennett Square, PA
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Client Service Associate - Legacy Solutions Legacy Solutions, a well-established investment firm located in Kennett Square, PA, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner.Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.Responsibilities:ReceptionMeeting Receptionclient contact by phone and emailclients with service needs, including general account questions, account changes, contributions and withdrawals, sending reports and documentsclient interactions via Redtail CRM, follow up on client meetingsdatabases of client informationand submit client paperwork and financial transactions accuratelyto and correct paperwork not in good orderfinancial advisor of client issues of significant concernapprised on industry and company rules and regulationsprojects and tasks as assignedDesired Experience and Skills:services experience preferred, but not requiredto develop strong client relationshipsoral and written communication skillsto work independentlysolver, critical thinker and creative skillsto anticipate client and advisor needsof working under deadlinesto do research to answer questionsTechnology Used:CRM, DocuSign, MoneyGuide Pro, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)investment and insurance company websitesWe offer:supportive and professional work environmentposition has upward mobility, access to 401(k), and a salary range of $40-50kopportunity for professional growth and advancement
Created: 2024-07-07