Senior Associate, Client Service

Location
Minnetonka, Minnesota
Salary
Up to $80,000 per year + benefits
Posted
Apr 09, 2021
Closes
May 09, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Not necessary

Client Service Responsibilities

  • Proactively communicates and partners with the Client Advisory team to set proper expectations around clients’ service needs
  • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
  • Communicates with Client Advisory team to understand client requests, determines what needs to be done and communicates to the advisor or handles issue to resolution
  • Manage and resolve client service problems

Client Onboarding

  • Ensures accurate completion of prospect or new client paperwork and account set up around multiple types including but not limited to individual, trust, retirement, partnerships and corporate accounts
  • Attends client onboarding meetings as/if needed to ensure documents are executed and accurately explained to the client
  • Follows up on funds transfer from surrendering company
  • Maintains Salesforce (CRM) database and client files (filing, copying, data input)
  • Researches and follows up on any issues within the Client Service/Data Management teams and vendors or custodians
  • Records incoming assets to the appropriate blotting tool

Operational Responsibilities

  • Maintains client information in CRM and service databases
  • Reviews and updates client information in multiple databases
  • Trades accounts across multiple platforms
  • Maintains appropriate compliance standards

Additional Responsibilities

  • Partners with Meristem Trust Company regarding trust account setup, account activity and maintenance
  • Facilitates pool investment documents
  • Educates, advises and services clients and client teams regarding changes to processes
  • Perform other job-related duties and/or special projects as required