Client Service Associate

Clients are our main priority at Prevender Financial Services, and we are committed to personalized service. As we evolve, we are seeking a Client Service Associate who shares our vision and values. This impactful role will represent our firm with strong customer service, processing, and project management experience. The ideal person truly enjoys helping people, has strong organizational skills, and takes pride in their work.

Responsibilities

Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings; Works both independently and within a team environment to provide crucial support to the financial advisors and branch office; Open new client accounts, process money movement, and research information as needed; Creates and maintains records and files utilizing Client Relationship Management (CRM) software; Actively engages in available training/cross-training and educational and/or professional development opportunities; Performs other duties and responsibilities as assigned

Requirements

Knowledge of company’s working structure, policies, mission, and strategies; Knowledge of general office practices, procedures, and methods; Knowledge of investment concepts, practices and procedures used in the securities industry; Knowledge of financial markets, products and industry regulations; Skill in Client Relationship Management (CRM) software, or similar contact management software; Skill in Microsoft 365 applications, including Excel for developing spreadsheets as needed and for ongoing reporting; Skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail); Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases; Ability to analyze and research account information; Ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment; Ability to identify time sensitive items and assess competing priorities; Ability to take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns; Ability to analyze problems and establish solutions in a fast paced environment; Ability to use mathematics sufficient to process account and transaction information; Ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually; Ability to work both independently and as part of a cohesive team; Ability to provide a high level of customer service; Bachelor’s degree; General Experience - 6 to 10 years

Nice to have

Five (5) or more years financial industry or related work experience; SIE, series 7 & 66 licenses