Client Service Associate Job Description

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We are seeking a Client Service Associate to join our growing team.

We realize that the title “Client Service Associate” (or “CSA” as we call it internally) is vague. The CSA works with our Client Service Director and Wealth Advisors to provide an excellent experience for our clients. The CSA role is to make our clients feel cared for and to solve their problems. To do this job well will require being comfortable solving problems without clear guidance and treating clients like loved ones.

That’s the high-level description, but you probably want to hear more about the details:

How to Succeed

Successful CSAs at Illumination…

  • Are responsible for maintaining our CRM (Salesforce) and updating our client records
  • Complete all client account paperwork accurately
  • Process account applications, account transfers and fund requests in a timely fashion
  • Handle client issues, requests, and correspondence
  • Act as the intermediary between clients, advisors, and our custodians, making sure the custodian does their job for the client
  • Provide administrative support to our firm and the advisors
  • Assist team members with client projects and organizing client documentation
  • Help maintain calendars
  • Ensure the office is fully stocked with the proper supplies
  • Are comfortable with cloud-based applications, e-signatures, and learning new software
  • Maintain standard operating procedures of the role
  • Exhibit a positive can-do attitude
  • Have exemplary attention to detail

How to Excel

Oh, you want to be the best Client Service Associate we have ever had? Here’s how:

  • Tremendous project management abilities (exceptional attention to detail, time & task management, & very well organized)
  • Excellent communication skills, on the phone, in person and in writing. This is critical.
  • Ability to operate in a highly dynamic environment and adapt to changes with a flexible attitude
  • A genuine “people” person. You treat clients and the team like family
  • Strategic thinker, problem solver and good at “making stuff happen” — ability to plan, identify problems, and enjoys finding solutions
  • Be a goal‐oriented team player with a ‘no job is beneath me’ attitude
  • Completely reliable. On time, every time. Without fail.
  • Passionate about developing personal expertise and overall success of the company

Requirements / Qualifications

  • 1-3 years of in the client service arena or within financial service
  • Bachelor’s degree
  • High degree of accuracy, detail orientation and strong problem-solving skills
  • Ability to take direction from multiple parties, work independently, balance multiple deadlines, and remain detail-oriented and well-organized

Perks

  • Competitive salary; raises based on merit; participation in bonus pool.
  • Health Insurance
  • Retirement Plan with company match
  • Generous Time Off Policy
  • We offer a team-oriented atmosphere with a positive work environment.

About Illumination Wealth

Illumination Wealth is a Financial Life Planning firm, headquartered in San Diego, California. Illumination takes a concierge approach to financial life design. We provide clients a custom crafted planning process coupled with ongoing advice and strategy that allows them to make transformative financial life and investment decisions with confidence. We are passionate about being their trusted advisers and helping them achieve a greater return on their entire financial life. We have in-depth, long-term relationships with our clients and have embarked on a long-term, organic growth strategy.

Our core values:

  • We Put You First & Got Your Back
  • Building Balance
  • Leading with Emotional Intelligence
  • Precise Advice
  • Exceptional & Intentional: Service, Strategy, Results

Disclosure

This job description does not necessarily list all the duties of the position. You may be asked by management to perform other duties. You will be evaluated, in part, based upon your performance of the responsibilities listed in this job description. Management has the right to revise this job description at any time. This job description is not a contract for employment, and either you or Illumination may terminate employment at any time, for any reason.

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