Client Services Analyst jobs in Lafayette, LA

Client Services Operations Associate

Apex capital management, a wealth management firm in Lafayette, is seeking a highly motivated, detail oriented, Client Service/Operations associate. This is a full-time position M-F 8-5, with paid time off, health, dental, life and long & short-term disability insurance.

Although responsibilities may change over time to meet the needs of the practice, the successful candidate should have a flexible, problem-solving approach to the following:

·        Cultivate and enhance new and existing client relationships through active communication, processing client requests, resolving inquiries, and providing guidance.

·        Client onboarding, processing applications, transfers, account maintenance and updates, distributions, ongoing transactions and follow up as needed.

·        Assist in preparation of client review materials/reports, sending/generating correspondence, and scheduling. 

·        Utilize our CRM and Document Management System for documentation and tracking of client data, tasks, accounts, policies and digital records.

·        Maintain firm website.

·        Complete various administrative tasks, that support advisors, operations, compliance as assigned.

·        Participate in special projects or assignments.

Key traits of successful candidates:

·        Excellent client services.

·        Direct attention to detail and organization

·        Strong verbal and written communication skills.

·        Effective and efficient time management.

·        Above average knowledge of MS Office products (especially Outlook, Word and Excel).

·        Able to adhere to rules and regulations as stated and required by SEC and internal compliance practices and procedures.

Preference will be given to candidates with:

·        Previous experience working in financial services, preferably with RIA.

·        Experience working with a custodian.

·        CRM experience.