Client Service Analyst

NewEdge Capital Group • Franklin, TN

3d

About The Position

Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support. As a Client Service Analyst, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. This individual will also perform administrative to support an innovative and collaborative team in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc.) and be the driver of firm initiatives.

Requirements

• Excellent written and verbal communication skills
• Highly organized with great attention to detail
• Excellent interpersonal skills, including being polished, courteous, professional, and patient
• Ability to work in a fast-paced environment
• Possesses exceptional multi-tasking skills and strong time-management

Responsibilities

• Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.)
• Collect appropriate documentation to set up new accounts, services, and investments
• Leverage various communication channels to keep in touch with clients
• Process account service requests and ensure appropriate documentation
• Gather financial profile data to support wealth strategy discussions
• Use eMoney and other software to produce solution options
• Review daily branch reports and alerts and process account maintenance accordingly
• Ensure management is engaged through playback records and billing occurs correctly
• Assist in the preparation of marketing materials for periodic client reviews and prospect pitches
• Maintain contact management systems with up-to-date key client information and notes
• Provide team with up-to-date calendar including daily, weekly, and monthly activities
• Understand risk awareness and regulatory knowledge
• Proactively develop self to continuously improve knowledge, skills, and credentials
• Communicate development needs
• Assist with on-boarding new members to the firm

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed