JOB SUMMARY

Client Service Associate

West Des Moines, IA

 
POSITION SUMMARY

Bral | Niedert Private Wealth Advisors believes in the manageable goal of being the difference-maker in the worlds of their clients. Towards that goal, they are seeking a Client Service Associate to join their team of experienced, credentialed financial professionals located in West Des Moines, IA.

The Client Service Associate (CSA) will go home every night knowing they are critical to making a difference for the most important part of Bral | Niedert – our clients. Enthusiastic and genuine by nature, the CSA will be responsible for injecting flair into every client interaction to leave them with a positive & memorable impression. The right candidate should pride themselves on providing highly personalized service, taking ownership of their work, and executing a high attention to detail in a fast-paced environment.

Bral | Niedert is seeking difference-makers who align with their friendly team of approachable life-long learners. Apply today to start making a difference in the worlds of others!

Highlights of the Client Service Associate position include:



 
Essential Duties and Responsibilities:
  • Responsible for ensuring all client needs are promptly and accurately addressed; politely answer telephone calls; address calls as appropriate or take detailed messages as needed
  • Responsible for accurately answering initial questions from perspective or new clients
  • Review and respond to all electronic correspondence; promptly address issues and concerns with professionalism and attention to resolution
  • Maintain up-to-date client data in the contact management system and contact database for purposes of reporting, scheduling, fee tracking and marketing purposes
  • Establish and maintain client files to meet regulatory and compliance requirements, create and produce reports and databases for maintaining files and record keeping
  • Prepare deposits and scan incoming checks; process receipt of physical security certificates; maintain Time Stamp log; create and accurately process ACH’s and money transfers, journal entries, payments via check to outside vendors
  • Create and close accounts; add power of attorney and trading authority as applicable, link life insurance and annuity accounts, complete client registrations and proactively address and follow-through on client service requests

 
Required Qualifications:
  • Bachelor or Associates degree preferred
  • Strong client service skills, first-hand experience interacting directly with customers; a genuine interest in serving and caring for our clients
  • 2 - 3 years financial services industry experience strongly desired
  • FINRA Series 7 licensed or interest in obtaining such license is ideal

 
Our Ideal Candidate brings the following:
  • Excellent oral, written and interpersonal communication skills; well-spoken both on the phone and in person; exudes a courteous, friendly, and professional demeanor
  • Outstanding planning and organizational skills, efficient multi-tasker, effective follow-up, deadline focused; detail oriented and demonstrates a commitment to accuracy by delivering high quality work
  • Possesses strong work ethics and morals; is driven and motivated to advancing their career through hands on experience and evolving industry knowledge
  • Energetic, eager to learn, team player, willing to cooperate; self-motivated with ability to work both independently and under direction
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment; adapts to change in the work environment, manages competing demands and multiple interruptions

 
Desired Traits:
  • Excellent oral, written and interpersonal communication skills; well-spoken both on the phone and in person; exudes a courteous, friendly, and professional demeanor
  • Outstanding planning and organizational skills, efficient multi-tasker, effective follow-up, deadline focused; detail oriented and demonstrates a commitment to accuracy by delivering high quality work
  • Possesses strong work ethics and morals; is driven and motivated to advancing their career through hands on experience and evolving industry knowledge
  • Energetic, eager to learn, team player, willing to cooperate; self-motivated with ability to work both independently and under direction
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment; adapts to change in the work environment, manages competing demands and multiple interruptions

 
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