Overview
Client Services Associate Jobs in Fort Wayne, Indiana, USA at Rockstar
Rockstar is recruiting for a client that is a reputable financial services firm located near Fort Wayne, IN. They are seeking a Client Service Associate to join their team. This role is integral to the team, and the successful candidate will be responsible for providing high-quality service to clients and ensuring client priorities are executed accurately.
Responsibilities:
Perform operational or administrative functions for client-related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Research client and security information through the back-office system.
Complete and process paperwork for new and existing clients, such as (but not limited to) Investment Management Agreements, Annuity Applications, Life Insurance Applications, etc. in a timely, but thorough manner.
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
Prepare and review all new account paperwork to ensure documents are complete and in good order.
Follow all established audit and compliance procedures.
Consistently document client service interactions into the CRM tool.
Work with the advisory team to capture and document important actions and ensure they are completed in a timely manner.
Provide client and administrative support to multiple financial advisors including the establishment of new accounts, asset transfers, money movements, and other client directives.
Act as a liaison between custodians, vendors, and the firm.
Skills & Experience Needed:
2-5 years in Financial Services, required
Bachelor’s Degree in Finance or related field, required
Experience using Customer Relationship Management software, required
Desire to be part of a team that is living with purpose, love to support others
Care about serving people and the client experience is where one shines
High character and integrity, trustworthy
Alignment with organizations or groups whose mission is to serve others
Clear and effective communication in person or over the phone
Desire to know details and leave no stone unturned when gathering information
Systematic in approach; weighing the pros and cons and prioritizing as a strategy
Task-driven and have the ability to get things done quickly
Organized and detail-oriented; able to find and access information when needed
Process-driven and can follow a system to complete projects on schedule
Proficient with Microsoft Office Suite including Excel, Word, & Power Point
Ability to use technology and outside resources to finish projects quickly
Seniority level
Entry level
Employment type
Full-time
Job function
Finance
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Title: Client Services Associate
Company: Rockstar
Location: Fort Wayne, Indiana, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator), Finance & Banking (Accounting & Finance, Office Administrator/ Coordinator)
