BCI - Brokerage Consultants Inc
Client Service Associate
| Louisville, KY
A premier financial advisory firm in Louisville, Kentucky, offering comprehensive wealth management services, is seeking to hire a Client Service Associate. The firm provides personalized advice and solutions to help individuals, families, and businesses manage and grow their wealth over the long term.
The Client Service Associate will be a vital member of the team, embodying the firm's commitment to exceptional client service and wealth management. The ideal candidate will be highly organized, detail-oriented, and dedicated to delivering top-notch support to clients.
Responsibilities: Deliver comprehensive administrative support to financial advisors, ensuring a smooth and seamless client experience Oversee various operational tasks, including data entry, report generation, and preparation for meetings Accurately and efficiently process client transactions using custodian platforms like LPL Financial Assist clients and advisors in understanding and completing documentation and registration requirements, ensuring compliance Proactively identify and address time-sensitive issues arising from custodian alerts, ensuring prompt resolution Foster strong relationships with advisors and staff, offering support and training on operational processes and systems Take ownership of client inquiries and issues, ensuring timely follow-up and effective solutions Work closely with internal teams to resolve complex issues and contribute to ongoing projects Provide administrative assistance to the management team as needed.
Requirements: Bachelor's degree is required FINRA Series 7, Series 65, and Series 66 licenses are preferred 5+ years of experience in a financial advisory firm Proficiency in Microsoft Suite, DocuSign, Adobe, and CRM/custodian systems (Redtail, LPL Financial, Orion, Schwab, Fidelity, Raymond James, etc.) Strong problem-solving skills and ability to quickly learn and apply new information Excellent communication skills, both verbal and written Proven ability to prioritize tasks and manage time effectively Highly organized and detail-oriented Strong analytical and problem-solving skills
| Louisville, KY
A premier financial advisory firm in Louisville, Kentucky, offering comprehensive wealth management services, is seeking to hire a Client Service Associate. The firm provides personalized advice and solutions to help individuals, families, and businesses manage and grow their wealth over the long term.
The Client Service Associate will be a vital member of the team, embodying the firm's commitment to exceptional client service and wealth management. The ideal candidate will be highly organized, detail-oriented, and dedicated to delivering top-notch support to clients.
Responsibilities: Deliver comprehensive administrative support to financial advisors, ensuring a smooth and seamless client experience Oversee various operational tasks, including data entry, report generation, and preparation for meetings Accurately and efficiently process client transactions using custodian platforms like LPL Financial Assist clients and advisors in understanding and completing documentation and registration requirements, ensuring compliance Proactively identify and address time-sensitive issues arising from custodian alerts, ensuring prompt resolution Foster strong relationships with advisors and staff, offering support and training on operational processes and systems Take ownership of client inquiries and issues, ensuring timely follow-up and effective solutions Work closely with internal teams to resolve complex issues and contribute to ongoing projects Provide administrative assistance to the management team as needed.
Requirements: Bachelor's degree is required FINRA Series 7, Series 65, and Series 66 licenses are preferred 5+ years of experience in a financial advisory firm Proficiency in Microsoft Suite, DocuSign, Adobe, and CRM/custodian systems (Redtail, LPL Financial, Orion, Schwab, Fidelity, Raymond James, etc.) Strong problem-solving skills and ability to quickly learn and apply new information Excellent communication skills, both verbal and written Proven ability to prioritize tasks and manage time effectively Highly organized and detail-oriented Strong analytical and problem-solving skills