Direct Client Service Specialist I at Vermont DMV managing daily mail operations and providing customer service. Requires strong attention to detail and independent decision - making within the Montpelier office.
About the role
- Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.
Responsibilities
- Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers
- Ensures accurate completion of prospect / new client paperwork/set up
- Maintains (CRM) database and client files (Filing, copies, data input)
- Record incoming assets to the appropriate blotting tool
- Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
- Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
- Gather client data and may prepare the materials for client meetings and reviews
- Completes any review follow up needs for client
- Assist Advisor Team Operations to streamline processes
- Communicates process and sales updates to team
- Manages vendors to Service Level Agreements
Requirements
- 4-year degree in business, finance, economics or related field is preferred
- 3+ years of customer service /administrative experience for a client-service or investment firm is needed
- Financial administration experience is a plus
- Strong interpersonal skills required to develop team and client relationships
- Strong attention to detail and process
- Good problem-solving skills, ability to work with deadlines and prioritize work
- Proficient with Excel and other Microsoft Office products
- Salesforce experience a plus
Benefits
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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