Stratos Wealth Partners
Part-Time Client Service Associate
Stratos Wealth Partners, Hilliard, Ohio, United States, 43026
Client Service Associate
Hilliard, OH
We are a Columbus-based, independent wealth management practice providing financial planning and investment management to clients throughout the United States. We are passionate about partnering with our clients to help them become stewards of their wealth and reach their financial goals for retirement and life. Our team is dedicated to delivering purposeful planning providing clients with the clarity, confidence and structure they need to bridge their means with their life meaning. It is a privilege and a blessing to develop and foster trust and confidence in long-term relationships with our clients and their families.
We are looking for an enthusiastic individual with a passion for client service to join our team as a
Client Service Associate . This part-time role will work approximately
25 hours per week Monday-Friday from 9:30am-2:30pm each day.
Day-to-day responsibilities include managing client service inquiries and supporting operational tasks to provide an elevated experience and high level of service to our clients. We are searching for someone with a positive, upbeat attitude and strong interpersonal, communication, and organizational skills who can help us exceed our clients' expectations.
Responsibilities:
1)
Client Service and Relationship Management • Respond to client inquiries promptly, providing guidance on account-related matters and addressing service requests. • Contribute to the development and execution of client service standards resulting in client retention and satisfaction • Conduct proactive client outreach to schedule and confirm upcoming meetings or follow-ups. • Own the client recognition process including sending birthday cards, anniversary cards and other client event communication.
2)
Account Opening & Servicing • Oversee the account opening process for new clients, including preparation and submission of required documents. • Coordinate and track asset transfers, ensuring timely completion and accurate processing. • Perform account maintenance tasks such as updating client information, managing beneficiary changes, and processing service requests. • Work closely with custodians and internal teams to address and resolve account-related issues.
3)
Operational and Administrative Support • Contribute to the development and execution of client service standards that drive retention and satisfaction. • Maintain accurate client records in the CRM and ensure all account-related documentation is up to date. • Manage the scheduling and firm-wide calendar of associated financial advisors, including pro-active reach outs to schedule and confirm upcoming client reviews or follow ups • Support office supply needs including inventory management • Collaborate with the team on process improvements to streamline account servicing and client interactions.
Qualifications: 3+ years of client service experience, ideally in the financial services industry directly supporting financial advisors Superior verbal and written communication skills-friendly and helpful in all interactions, whether on the phone, in person, or via email. Genuine interest in delivering exceptional service and fostering client relationships. Strong attention to detail and accuracy, especially in handling account documents and processes. Excellent technology skills, including experience with Word, Excel, Outlook and strong familiarity with a CRM tool
Hilliard, OH
We are a Columbus-based, independent wealth management practice providing financial planning and investment management to clients throughout the United States. We are passionate about partnering with our clients to help them become stewards of their wealth and reach their financial goals for retirement and life. Our team is dedicated to delivering purposeful planning providing clients with the clarity, confidence and structure they need to bridge their means with their life meaning. It is a privilege and a blessing to develop and foster trust and confidence in long-term relationships with our clients and their families.
We are looking for an enthusiastic individual with a passion for client service to join our team as a
Client Service Associate . This part-time role will work approximately
25 hours per week Monday-Friday from 9:30am-2:30pm each day.
Day-to-day responsibilities include managing client service inquiries and supporting operational tasks to provide an elevated experience and high level of service to our clients. We are searching for someone with a positive, upbeat attitude and strong interpersonal, communication, and organizational skills who can help us exceed our clients' expectations.
Responsibilities:
1)
Client Service and Relationship Management • Respond to client inquiries promptly, providing guidance on account-related matters and addressing service requests. • Contribute to the development and execution of client service standards resulting in client retention and satisfaction • Conduct proactive client outreach to schedule and confirm upcoming meetings or follow-ups. • Own the client recognition process including sending birthday cards, anniversary cards and other client event communication.
2)
Account Opening & Servicing • Oversee the account opening process for new clients, including preparation and submission of required documents. • Coordinate and track asset transfers, ensuring timely completion and accurate processing. • Perform account maintenance tasks such as updating client information, managing beneficiary changes, and processing service requests. • Work closely with custodians and internal teams to address and resolve account-related issues.
3)
Operational and Administrative Support • Contribute to the development and execution of client service standards that drive retention and satisfaction. • Maintain accurate client records in the CRM and ensure all account-related documentation is up to date. • Manage the scheduling and firm-wide calendar of associated financial advisors, including pro-active reach outs to schedule and confirm upcoming client reviews or follow ups • Support office supply needs including inventory management • Collaborate with the team on process improvements to streamline account servicing and client interactions.
Qualifications: 3+ years of client service experience, ideally in the financial services industry directly supporting financial advisors Superior verbal and written communication skills-friendly and helpful in all interactions, whether on the phone, in person, or via email. Genuine interest in delivering exceptional service and fostering client relationships. Strong attention to detail and accuracy, especially in handling account documents and processes. Excellent technology skills, including experience with Word, Excel, Outlook and strong familiarity with a CRM tool