Senior Client Services Associate

Job Description:

You will serve as a key point of contact supporting client relationships and service interactions, providing operational leadership and high-quality service delivery. In this role you will independently manage complex transactions, oversee end-to-end execution quality, and ensure the integrity of client data and processes. Successful candidates will have a strong track record in financial services client service, exceptional interpersonal skills, the ability to exercise sound judgement and manage competing priorities with increasing independence.

• Serve as a trusted point of contact to support client relationships and service interactions
• Own account maintenance ensuring client data and information is complete, accurate, and complies with regulatory requirements
• Independently manage complex transactions and non-standard service requests
• Ensure the integrity of client data and proactively resolve discrepancies
• Lead and track team projects, seeing them through to successful completion
• Work cross-functionally with investment, accounting, and operational departments to ensure clients' needs are being met
• Gather, input, and maintain key client information in the CRM (Salesforce)
• Generate and substantiate reports for meetings
• Mentor junior associates and be a model of values and quality of work
• Drives forward with confidence - researches and identifies what needs to happen next and proactively moves requests forwards without needing to be asked
• Go-to resource
  - trusted point of contact for advisors, colleagues, and clients for increasingly complex matters
• Leads others
  -actively invests in the growth of junior team members; reviews others' work and provides meaningful guidance
• Raises the bar
  - consistently models firm values and sets the standard others follow; a positive and stabilizing presence on the team
• Masters the work
  -executes independently across all workflows and processes with minimal oversight

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 3 - 6 years of experience in client service or administrative work in the financial services industry
• Series 65 or equivalent experience