Customer Service Analyst at Agrometrika preparing and automating functional tests and ensuring data integrity. Collaboration with internal teams to enhance clients' analysis routines.
About the role
- Client Service Manager at Grimes & Company supporting client onboarding and servicing in a thriving wealth management firm. Focused on delivering excellent client experiences and operational excellence.
Responsibilities
- Serve as the first point of contact for client requests
- Respond to and manage client inquiries regarding their account(s) with factual information.
- Troubleshoot and research any account issues that arise
- Communicate with clients at a high level in a clear, courteous and responsive manner through email, phone and mail
- Input prospect, client, and account information into the firm’s CRM accurately by following the firm’s established procedures
- Prepare and review account paperwork to determine accuracy and completeness
- Process new account forms, confirming information entered at the custodial level matches information stored in firm’s CRM
- Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed
- Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with client once funds are received
- Accurately prepare, on a timely basis, client account summary packets for upcoming WM/client meetings
- Establish follow ups on activities as necessary and act promptly on these and any other assigned follow up items
- Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans
- Manage the day-to-day and cycle workflow for Wealth Manager’s clients
- Maintain and manage client appointments in calendar for Wealth Manager/Financial Advisor
- Provide recommendations for process improvements
- Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
- Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks
- Perform special projects as needed
Requirements
- Previous experience in Investment Management, Finance or related industry required
- Bachelor’s degree in accounting, finance, economics, or related field is preferred but not required.
- Knowledge of Salesforce Financial Services Cloud, Docusign, Laserfiche, and/or Orion Advisor Services is preferred but not required.
- High degree of accuracy and attention to detail, with strong problem-solving skills
- Dedicated team player with strong follow up and communication skills
- Ability to organize, multitask, and prioritize in a deadline driven environment
- Ability to use information from different sources and synthesize that information to accomplish tasks
- Successful completion of a background and credit check
Benefits
- 401(k) retirement plan
- Health insurance
- Dental insurance
- Vision insurance
- Flexible spending accounts
- Health savings account
- Life insurance
- Disability insurance
- Employee assistance program
- Paid time off
- Parental leave
- Flexible hybrid work schedule
Job title
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