Part-Time Client Service Associate

Part-Time Client Service Associate

Willoughby, OH

A successful, growth-oriented wealth management team affiliated with Stratos Wealth Partners and LPL Financial has an opportunity for a Client Service Associate in its Willoughby, Ohio office. This is a part-time role working Tuesday, Wednesday, and Thursday from 8:30am-4:30pm. This role offers a hybrid work schedule with 2 days in the Willoughby, OH office and 1 day remote.

The team seeks a dynamic and organized individual with 2 years of high-level client service experience, preferably in the financial services industry, to partner with their advisor and focus on the existing client base to provide exceptional client service.

We are searching for someone with a positive, upbeat attitude who is a strong team player and who understands the importance of an impeccable level of service. This person must also demonstrate a genuine understanding of the importance that both new and existing client relationships have on the long-term success of the organization.

Responsibilities:

• Answer phones, schedule appointments, and prepare materials for client meetings and reviews
• Keep client management systems up-to-date with client information
• Assist with information and documentation requirements for new accounts, transfers, and more
• Conduct proactive outreach to clients and advisors on time-sensitive activities (e.g., RMDs)
• Manage account activities that are operational in nature such as new account opening, Annuity Order Entry, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
• Monitor daily notifications; communicate to team members regarding the status of open service items
• Ensure client pre-meeting, meeting, and post-meeting processes are implemented
• Assist with marketing and event planning as needed - this includes but is not limited to:

• Coordination of client events and educational seminars

• Assisting with social media postings (monthly campaigns, newsletters, and Facebook page management)

• 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.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Core Competencies:

• Organized with strong attention to detail and problem-solving abilities
• Effective oral and written communication; able to explain complex information clearly and simply
• Time management skills with the ability to handle multiple projects and deadlines
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
• Ability to analyze and research information

Requirements:

• 2 years’ client service experience (financial services background preferred)
• Experience with the LPL Financial ClientWorks platform and Annuity Order Entry (AOE) tool
• Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications
• Client-first attitude

Preferences:

• Bachelor’s degree preferred but not required
• Experience working with Financial Advisors
• 2 years’ experience in the financial services field