Client Services Associate

Client Services Associate

Client Services Associate

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Job Description

Administrative / Office Management / Clerical - Part-time

Responsibilities Include:

 

·      Manage office calendar and coordinate appointments

·      Answer phone, screen incoming calls, make appointment reminder calls, call clients for meetings

·      Open, manage, and maintain client accounts (i.e.: sending tax documents, updating client information, and general account maintenance).

·      Maintain office and files

·      Assist with preparing client review meetings

·      Prepare client review books for client meetings

·      Manage, update, and order office supplies

·      Manage mail distribution, receiving, and sending

·      Manage deposit of client checks into client accounts and maintain client distributions

·      Excellent customer service skills

·      Prepare, send, receive, and process all client paperwork

·      Contact custodians or other investment firms to service clients and founder’s everyday business needs.

·      Assist with coordinating annual client events.

·      Coordinate annual client gift distribution.

·      Maintain and manage client Required Minimum Distribution

·      Maintain and manage compliance processes

·      Assist with 401(K) rollover requests

·      Excellent attention to detail and accuracy

·      Servicing all clients’ inquiries (Non-trade-related).

·      Setting up and maintaining online account access

·      Process paperwork, open and transfer accounts and work with beneficiaries with the death of a client.

 

 

 Must have Experience with MS Word, Excel, and Outlook

 

 Send all resumes to Nicole.dawes@lpl.com