Client Service Assistant

Job Description Job Title:

Client Service Assistant Report To:

Financial Advisor Job Status:

Full-time Job Summary Elsass Financial Group, Inc is seeking a Client Service Assistant to support our advisors and assist in the daily operations of our Wadsworth, OH office. The Client Service Assistant is responsible for providing excellent service, support, follow-through and administrative tasks with the purpose of delivering an exceptional client experience. The Client Service Assistant specializes in client experience to ensure that Elsass Financial Group, Inc is an efficient and organized office allowing the advisors to focus on building client relationships. Essential Duties and Responsibilities Administer all areas of the client process including but not limited to: Schedule and confirm client appointments via phone and email Answer and direct incoming communications and visitors both in person and via a multi-line phone system Prepare, organize, coordinate, and maintain client paperwork Record notes from appointments, assign tasks, record opportunities, and assist in creating a follow-up plan Process changes to any address, phone, email and bank information Review applications, beneficiary forms and other change requests for accuracy and completeness Generate account paperwork including statements Process client withdraw, wire and check requests, ensuring any relevant comments are documented appropriately Research and resolve client service problems for errors as needed Process and record all transactions on appropriate logs Set up client files and obtain necessary information Communicate necessary follow up with clients Update and maintain relationship management system Support ongoing efforts for growth with new clients and continuous interaction with current clientele to provide an excellent client experience Maintain a clean and orderly office environment and Interact with a wide variety of companies to obtain needed information or request that certain actions be taken and follow up to ensure processes are completed in a timely manner Obtain working industry knowledge and overall familiarity with relevant internal and Broker-Dealer resources Periodic Duties and Responsibilities Be available for other projects as needed Skills Required Understanding and proficiency are required in regards to customer relationships, customer service, data entry, confidentiality, problem resolution and MS Office products such as Word, Excel, Outlook, CRM, and Financial Databases. Abilities Required Ability to follow verbal and written communications Ability to communicate effectively with clients, prospects, public and coworkers in a professional and courteous manner and maintain confidentiality Ability to express ideas clearly in both written and oral communications Ability to self-motivate and work independently Ability to get ideas accepted and to guide a group or individual to accomplish a task Ability to organize and prioritize multiple tasks (time management) Ability to work in a multitasking environment and embrace change Ability to work well under pressure Ability to pay close attention to detail

Language Ability:

Ability to read and interpret documents such as rules, instructions and manuals. Ability to write routine reports and correspondence.

Mathematical Ability:

Ability to add, subtract, multiply and divide. Ability to understand and apply percentages.

Reasoning Ability:

Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Education and Experience Customer Service Experience required. Experience in the financial services industry and/or administrative support is preferred. Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member

FINRA/SIPC.

Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Elsass Financial Group, Inc are not affiliated.

Pay:

$22.00 - $27.00 per hour

Benefits:

401(k) 401(k) matching Paid time off Ability to

Commute:

Wadsworth, OH 44281 (Required)

Work Location:

In person