Client Service Associate – Legacy Solutions
Legacy Solutions, a well-established investment firm located in Kennett Square, PA, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.
This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner.
Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.
Responsibilities:
- Reception
- Meeting Reception
- client contact by phone and email
- clients with service needs, including general account questions, account changes, contributions and withdrawals, sending reports and documents
- client interactions via Redtail CRM, follow up on client meetings
- databases of client information
- and submit client paperwork and financial transactions accurately
- to and correct paperwork not in good order
- financial advisor of client issues of significant concern
- apprised on industry and company rules and regulations
- projects and tasks as assigned
Desired Experience and Skills:
- services experience preferred, but not required
- to develop strong client relationships
- oral and written communication skills
- to work independently
- solver, critical thinker and creative skills
- to anticipate client and advisor needs
- of working under deadlines
- to do research to answer questions
Technology Used:
- CRM, DocuSign, MoneyGuide Pro, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
- investment and insurance company websites
We offer:
- supportive and professional work environment
- position has upward mobility, access to 401(k), and a salary range of $40-50k
- opportunity for professional growth and advancement
