Client Service Associate (CSA)

Client Service Associate (CSA)

This employment opportunity at Great Valley Advisor Group will be in our Berwyn, PA, or Doylestown, PA location. This role will allow you to support Financial Advisors associated with Great Valley Advisor Groups RIA and LPL Financials broker-dealer. You will join a team that is dedicated to helping clients in every stage of their financial life. This position will allow you to grow your career by helping financial advisors assist their clients.

Job Overview:

The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have strong attention to detail, excellent customer service skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Responsibilities:

• Inbound client calls, schedule appointments, and prepare materials for client meetings
• Keep GVAs Salesforce system up-to-date with client information
• Assist with various documentation requirements for new and existing business
• Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
• Conduct proactive outreach to clients and advisors on time-sensitive activities (e.g., RMDs)
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
• Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.

Requirements:

• 5 years of experience in a role as a Client Service Associate or similar role
• Prior Customer Service experience and financial services background required
• Proficiency in Microsoft Word, Excel, PowerPoint, and Salesforce required
• Satisfactory completion of customer service training within 90 days of role
• Able to utilize internal resources, training & self-service options available

Preferences:

• FINRA Series 66 and Series 7 License preferred, but not required
• Experience working with Financial Advisors, Branch, and Home Office support teams
• Additional financial services certifications/designations a plus
• RIA Experience preferred

Pay Range:

$22.00-$27.00/hour

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.

Key Behaviors

Collaborative | Takes Initiative | Proactive | Diplomatic | Discerning | Adaptable | Autonomous | Thorough | Decisive | Efficient | Highly Organized | Timely | Exceptional Communication (written & oral) | Technologically Skilled | Leads Change Management | Team Oriented