Client Service Associate

Description

About Blue Trust

For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states. 

Position Overview 

This role provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and providing the highest quality client service.

This role is ideal for someone who is highly relational, intellectually curious, and a natural problem solver. Individuals in this position will play a key role in deepening client relationships and delivering exceptional service that reflects our commitment to excellence. 

Principal Accountabilities: 

1. Initiates and monitors administrative details to serve team and clients with excellence, which include but are not limited to:

• Manages overall client experience to ensure each connection point is tailored to the individual client and they are genuinely cared for as they interact with Blue Trust.
• Communicates directly with clients directly in a professional manner than deepens client relationship.
• Manages all procedures and follow-up necessary to coordinate the creation and ongoing management of investment accounts (e.g., processing applications, deposits, withdrawals, transfers; collating and mailing Quarterly Investment Reviews; and generating various investment reports as needed).
• Manages certain client facing software while working with clients to maintain the most up-to-date information.

2. Works in conjunction with Manager and team to initiate and organize meetings and respond to client inquiries regarding actions taken to accomplish goals including:

• Ensures intentional client care is scheduled and implemented throughout the year.
• Greets team's visitor(s) or client(s) in a warm, welcoming manner.
• Proactively plans for and responds to urgent needs.
• Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base.
• Approaches work, interactions and relationships in a manner consistent with the company’s Core Values.

3. Provides administrative support to the Division and/or team in a manner consistent with service standards, including:

• Executes all functions necessary to maintain accurate electronic records and database of prospect and client information in accordance with compliance guidelines and regulations, including maintaining well indexed and up-to-date electronic file systems for correspondence, reports and reference material, and confidential and non-confidential material.
• Gathers, records, and processes pertinent information from clients or financial institutions for record maintenance or further analysis by other team members.
• Effectively utilizes CRM and DMS systems to maintain records in an accurate, up-to-date manner.
• Answers incoming calls and emails in a professional manner, providing routine information or referring to the appropriate team member when needed.
• Actively builds efficiencies and effectiveness into administrative and clerical tasks .

4. Processes quarterly billing, generates invoices and maintains updated Client Income Projection report in a timely, and accurate manner

5. Supports and completes special company-wide projects in accordance with prescribed standards and guidelines.

6. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company.

Requirements

• Exceptional interpersonal and communication skills with a strong client service orientation
• Demonstrated ability to build and maintain meaningful relationships with clients and team members
• Strong problem-solving skills and intellectual agility to navigate complex administrative and client service scenarios
• Organizes and expresses thoughts clearly and concisely in both speaking and writing
• Demonstrated excellent computer literacy/skills and knowledge of specialized office programs, including strong proficiency within Microsoft Office products, specifically Microsoft Excel and Outlook
• Adeptness at prioritization and proactive planning with ability to complete multiple time-sensitive tasks, responding to urgent needs
• Personal integrity and ability to discreetly handle confidential data
• Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environment
• Capability to excel in a team environment as well as working independently
• Desire to serve clients and co-workers with excellence
• Proven strong technical and analytical skills
• Keen attention to detail
• ·trong organization skills and systems acumen

Education, Experience & Skills:  

• Bachelor's degree in Management, Business, Finance, Accounting or a related field is preferred.
• Minimum of three (3) years prior experience in a support role in administrative support, customer service, or accounting in a financial, investment, banking or accounting company is strongly preferred.

Blue Trust is an equal opportunity employer.