Client Service Associate

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client in Westborough, MA. For other roles visit: .Client Service AssociateOur full-service financial advisory practice serves high net worth and emerging high net worth clients with:Wealth managementTax-efficient savings strategiesEstate planningRisk managementRetirement planningThe Client Service Associate is an integral part of the overall client experience, supporting the Wealth Management Team. A high degree of accuracy is required, ensuring a satisfying and memorable client experience.Client Service Associate Job Duties:Execute client insurance onboarding, including:Preparing illustrationsScheduling medical examsPreparing applicationsManaging the underwriting processPreparing for policy delivery meetingsHandle ongoing policy servicing and maintenance, such as:Billing updatesReconsiderationsLoan processingExecute client investment onboarding, including:Preparing account opening paperworkFacilitating rollovers with clientsTracking incoming transfersConfirming cost basis information is receivedHandle all necessary account maintenance, such as:Money movementStanding instructions for tax withholding and bank accountsChanges of addressCommunicate with clients in a professional, compassionate, and timely manner according to firm policies and procedures.Maintain client confidence and trust through zero defect work.Actively participate and contribute to Operations Team projects for:EfficiencyProductivityAdviceClient experienceInput and maintain accurate client information in all appropriate databases and software applications.Effectively manage and prioritize workflow, created from:CRM action itemsPhone calls from clientsEmailsAdditional work not flowing through the central databaseActively participate and contribute to professional development and training, both individually and with the team.Develop an understanding of the Firm's Financial Solutions philosophy, including:Programs, features, and benefitsA thorough understanding of firm services, philosophies, and ideologiesQualifications:Required:Life, Accident & Health Insurance licenses (obtained within first 3 months of employment)Securities Industry Essentials Exam (completed within first 6 months of employment)Series 7 & 63 (within first year of employment)Bachelor's Degree or related industry experience

Created: 2025-02-21