Client Service Associate

Description

The Client Service Manager serves as the primary and first contact for all service requests and technical support, resolving a variety of client operational, banking, bill pay, reporting and risk-management inquiries. This is a key role on our relationship team, as the Client Service Manager is accountable for facilitating and positively influencing the client experience by effectively communicating and delivering accurate and timely resolution. The Client Service Manager partners with the Client Associate team to effectively execute special client projects as requested by the client and/or directed by the Advisor or Director.

POSITION RESPONSIBILITIES

Act as the client’s primary point of contact for all operational and administrative tasks, and serve as liaison between clients, custodians and other partners

Provide operational and administrative support to Associate Advisors and Lead Advisors

Organize, track and lead team projects, seeing them through to successful completion

Provide support across a diverse suite of services and coordinate with third parties including but not limited to brokerage firms, banks, accountants, insurance agents, attorneys, trustees, and real estate agents

Schedule and coordinate client meetings, and prepare meeting materials in advance

Maintain client information in CRM and other reporting systems

Coordinate quarterly tax payments and gathering tax document as part of Clarius’ role tax return preparation

Work with all members of the team and the Chief Compliance Officer to adhere to federal, state and company compliance rules and guidelines.

Requirements

A minimum of 3+ years client service experience required.

Specific investment management experience preferred.

Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Exhibits unfailing personal integrity

Takes ownership for delivering an outstanding client experience

Excellent communication skills, including proper grammar and punctuation

Strong organization skills and ability to follow established processes consistently

Effectively manages priorities in a fast-paced environment

Works collaboratively to achieve client and organizational objectives

Resolves complex problems in a thorough, creative, timely manner

ABOUT CLEARSTEAD

Clearstead is a financial advisory firm serving wealthy families and leading institutions. Our mission is to enable wealthy families and leading institutions to meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves.

We fulfill our mission by creating a unified investment framework for our clients and integrating financial planning, tax planning and compliance, trust administration services with investment management to address complex financial situations.