Client Services Associate – Phone-Based Support
Genesis Call Center, LLC
Client Service Specialist
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $40,000 - $80,000 per year
Job Level
Mid-LevelSenior
About the role
- Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes
- Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements
- Coordinating with internal operation departments to ensure client requests are fulfilled
- Managing client deposits
- Maintaining data integrity across all systems and updating as necessary
- Researching client issues in cooperation with back office operation partners
- Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet
- Other duties as needed
Requirements
- High School diploma or equivalent. Bachelors degree preferred.
- Five years of job related experience
- Financial services industry required
- Prior experience working in an office environment with a customer service focus helpful
- Notary designation a plus
- Eligible to pursue a CFP designation
- Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail
- Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
- Excellent verbal and written communications skills a must
- Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus
- Strong desire for continuous self-learning and professional growth
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client data managementcompliance adherencedata integrity maintenanceclient onboardingtransfer paperwork processingaccount setup
Soft skills
attention to detailclient focuscollaborationrelationship buildingverbal communicationwritten communicationprioritizationcustomer service
Certifications
High School diplomaBachelor's degreeNotary designationCFP designation
