Job Information
Robert Half Client Services Representative in Golden Valley, Minnesota
Description • Build and maintain an effective working relationship with custodians
• Obtain new account documentation, archive in CRM, open new accounts, submit to custodian for processing and follow up to ensure completion
• Perform client service and account maintenance functions including account transfer requests, movement of assets such as journal entries, fed wires, checks, money links, and other service requests as assigned
• Stay current on custodial operations and procedures
• Conduct onboarding activities for new clients
• Schedule and prepare for Advisor meetings with prospects and clients
• Respond to client inquiries, research, and address client service issues and problems, escalate when appropriate
• Ensure client contact information is accurate, update when needed
• Maintain a good understanding of the firm’s relevant reporting systems and procedures
• Prepare and schedule performance reports for distribution to clients
• Utilize firm’s CRM system to document client interactions, manage workflow, and capture important client information
• Provide back up support for front desk/Client Service Associate. Duties include greeting clients, maintaining a clean and professional reception area, answering incoming calls, ensuring conference rooms are clean and organized for client meetings, distributing mail, ordering office supplies, and managing office supply inventory
• May place trades under the direction of the financial advisor
• Other duties may be assigned Requirements Wealth Management
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