Client Services Associate
Great Valley Advisor Group Great Valley Advisor Group Doylestown, PA Doylestown, PA Part-time Full-time Part-time Full-time $22 - $27 an hour $22 - $27 an hour 2 hours ago 2 hours ago 2 hours ago This employment opportunity at Great Valley Advisor Group will be in our Doylestown, PA location.
This role will allow you to support Financial Advisors associated with Great Valley Advisor Groups RIA and LPL Financials broker-dealer.
You will join a team that is dedicated to helping clients in every stage of their financial life.
This position will allow you to grow your career by helping financial advisors assist their clients.
Job Overview:
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks.
The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients.
The ideal candidate will have strong attention to detail, excellent customer service skills (both verbal and written), and a proven ability to adapt to a changing work environment.
Responsibilities:
Inbound client calls, schedule appointments, and prepare materials for client meetings Keep GVAs Salesforce system up-to-date with client information Assist with various documentation requirements for new and existing business Manage account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance (e.
g.
, periodic distributions, debits) Conduct proactive outreach to clients and advisors on time-sensitive activities (e.
g.
, RMDs) Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc.
Requirements:
5 years of experience in a role as a Client Service Associate or similar role Prior Customer Service experience and financial services background required Proficiency in Microsoft Word, Excel, PowerPoint, and Salesforce required Satisfactory completion of customer service training within 90 days of role Able to utilize internal resources, training & self-service options available If you are passionate about the financial services industry and have a strong analytical mindset, we invite you to join our team as a Client Services Associate.
In this role, you will have the opportunity to provide exceptional customer service to our clients while analyzing market trends to assist them in making informed decisions.
We value teamwork, professionalism, and a dedication to delivering outstanding results.
Apply today to be part of our dynamic organization.
Job Types:
Full-time, Part-time Pay:
$22.
00 - $27.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Health savings account Paid time off Vision insurance Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
Doylestown, PA 18901:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Customer service:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
This role will allow you to support Financial Advisors associated with Great Valley Advisor Groups RIA and LPL Financials broker-dealer.
You will join a team that is dedicated to helping clients in every stage of their financial life.
This position will allow you to grow your career by helping financial advisors assist their clients.
Job Overview:
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks.
The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients.
The ideal candidate will have strong attention to detail, excellent customer service skills (both verbal and written), and a proven ability to adapt to a changing work environment.
Responsibilities:
Inbound client calls, schedule appointments, and prepare materials for client meetings Keep GVAs Salesforce system up-to-date with client information Assist with various documentation requirements for new and existing business Manage account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance (e.
g.
, periodic distributions, debits) Conduct proactive outreach to clients and advisors on time-sensitive activities (e.
g.
, RMDs) Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc.
Requirements:
5 years of experience in a role as a Client Service Associate or similar role Prior Customer Service experience and financial services background required Proficiency in Microsoft Word, Excel, PowerPoint, and Salesforce required Satisfactory completion of customer service training within 90 days of role Able to utilize internal resources, training & self-service options available If you are passionate about the financial services industry and have a strong analytical mindset, we invite you to join our team as a Client Services Associate.
In this role, you will have the opportunity to provide exceptional customer service to our clients while analyzing market trends to assist them in making informed decisions.
We value teamwork, professionalism, and a dedication to delivering outstanding results.
Apply today to be part of our dynamic organization.
Job Types:
Full-time, Part-time Pay:
$22.
00 - $27.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Health savings account Paid time off Vision insurance Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
Doylestown, PA 18901:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Customer service:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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