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Client Service Associate

Law Office of David P. Shapiro

San Diego, california


Job Details

Full-time

6/10/2024


Full Job Description

The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including 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 a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Job Type: working hour is flexible and Salary: $27-39 /hour

Responsibilities:

• Inbound client calls, schedule appointments, and prepare materials for client meetings

• Maintain CRM/Salesforce with up-to-date with client information

• Assist with various documentation requirements for new business

• Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)

• Communicate with outside business vendors (Annuity companies, Insurance carriers, 529 providers, etc.)

• 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

Requirements:

• Strong customer focus, excellent verbal and written communication skills; able to explain complex information clearly and simply

• Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment

• Organized with a strong attention to detail and problem-solving abilities

• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners

• Strong analytical skills and ability to research information

• Demonstrates drive, initiative, and motivation

• Proficiency in Microsoft Word, Excel; Salesforce experience preferred

• Able to utilize internal resources, training & self-service options available such as iKnow, Resource Center, LPLU, etc.

Preferences:

• Bachelor’s degree; preferably in Communications, Business, Accounting, or Finance

• Experience working with Financial Advisors, Branch and Home Office support teams or related Industries (Insurance, Banking, etc.)

Benefits

Benefits

•Health insurance

•Retirement plan

•Dental insurance

•PTO

•401K

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