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Client service associate

Legacy Solutions
Kennett, PA Full Time
POSTED ON 5/10/2024

Client Service Associate Legacy Solutions

Legacy Solutions , a well-established investment firm located in Kennett Square, PA, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate

This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner.

Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.

Responsibilities :
  • Reception
  • Reception
  • Meeting Reception
  • client contact by phone and email
  • clients with service needs, including general account questions, account changes, contributions and withdrawals, sending reports and documents
  • client interactions via Redtail CRM, follow up on client meetings
  • databases of client information
  • and submit client paperwork and financial transactions accurately
  • financial advisor of client issues of significant concern
  • apprised on industry and company rules and regulations
  • projects and tasks as assigned

    • Desired Experience and Skills :

    • services experience preferred, but not required
    • to develop strong client relationships
    • oral and written communication skills
    • to work independently
    • solver, critical thinker and creative skills
    • to anticipate client and advisor needs
    • of working under deadlines
    • to do research to answer questions

    Technology Used :

    • CRM, DocuSign, MoneyGuide Pro, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
    • investment and insurance company websites

    We offer :

    • supportive and professional work environment
    • position has upward mobility, access to 401(k), and a salary range of $40-50k
    • opportunity for professional growth and advancement

      • Last updated : 2024-05-10

    Salary.com Estimation for Client service associate in Kennett, PA

    $65,199 - $86,695

    For Employer

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