Position Summary:
A rapidly growing independent investment advisory seeks a vibrant, energetic candidate to join a team of professionals servicing our institutional retirement plan clients.
The Client Services Associate will be responsible for performing a variety of administrative support functions, as well as providing superior customer service support to our expanding and diverse client base. This position requires the ability to prioritize workflow and handle multiple projects, perform tasks and seek resolutions to questions/issues as they arise with limited supervision, organizational skills, and an eagerness to learn.
Essential Responsibilities and Duties:
- Research and compile information needed for client meetings, including creation of presentations and findings
- Research and resolve customer inquiries in a timely manner
- Act as a liaison between various service providers and our clients
- Complete necessary follow-ups in a professional and timely manner
- Perform a variety of operational support activities to assist the advisers, such as answering phones, maintaining calendars and scheduling meetings and events
- Perform other duties and responsibilities as assigned
Desired Skills and Experience:
- Bachelor’s Degree or equivalent experience
- 2 to 5 years’ experience in financial services preferred, but not required
- Securities licenses and/or industry designations preferred, but not required
- Licensing to occur within 6 months of employment
- Excellent computing skills, particularly in Microsoft Office Suite
- General knowledge of financial industry products and concepts preferred
- Possess a high standard of ethics and integrity
- Client-first mentality
- Self-starter who excels in a fast-paced environment
- Exceptional work ethic
- Ability to prioritize and complete work efficiently
- Strong organizational skills
- Collaborative team member that’s able to work through and with others
- Excellent communication skills, both phone and written
About LHD:
People. Teamwork. Trust. Innovation. Excellence.
We hire and train capable and committed professionals, encourage them to work collaboratively, hold them to the utmost standard of integrity and accountability, challenge them to continuously learn, and enable them to deliver the highest quality service and solutions possible. LHD Retirement’s skilled team assists retirement plan sponsors in optimizing their plan and improving participant outcomes, and provides customized strategies and financial planning for executives, families, and individuals.
