Client Services Associate

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, & PowerPoint

- Ability to use technology and outside resources to finish projects quickly