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Client Service Associate

Client Service Associate

Univest Financial Corporation

King of Prussia, PA

Job ID : 57536b6b71437658556d71306f79485568513d3d

Job Description :

Overview:
At Girard Advisory, LLC (https://www.meetgirard.com/) we value the relationships with our employees, clients and vendors. We are seeking a professional who enjoys interacting with clients and taking ownership of exceptional customer services. Girard Advisory, LLC provides Planning, Advice and Wealth Solutions.

Girard Advisory - Client Services Associate supports the Client Service and Operational responsibilities for our team. This role allows for interaction within all levels in the organization and exposure to the investment advice and investment analysis process. The daily responsibilities are varied and require swift prioritization and response times. Girard maintains a boutique culture where your ability to multi-task will be a key to your success.
Responsibilities:
Client Service Associate Responsibilities: Support Wealth Advisors and Girard clients meeting their Financial Goals by:
  • Support Incoming Phone Calls
  • Manage General Office Activity
  • Participate in assigned and ad-hoc project work
  • Process requests (initiation to completion) efficiently and accurately
  • Prepare requested documentation
  • Monitor and communicate status of requests
  • Troubleshoot delays and issues
  • Interface with custodians to address and resolve client needs.
  • Maintain data integrity of systems including the Advent/BlackDiamond Portfolio Accounting System and Salesforce CRM (which includes Workflow and Task monitoring).
  • Ensure firm procedures are followed.
  • Comply with laws and regulations that apply to the position, including SEC rules and regulations
  • Perform additional duties as required or assigned.
Qualifications:
  • Associates or bachelor’s degree in business related field
  • Minimum 2 years work experience
  • Motivated professional who strives to exceed customer (internal and external) expectations
  • Ability to work effectively and accurately in a fast-paced, deadline-oriented environment
  • Able to manage multiple tasks and competing/shifting priorities
  • Strong communication (verbal/written) and organizational skills with the ability to work cooperatively with individuals while maintaining a positive and professional attitude
  • Adaptable to new technology

Click here for Benefit Information

#Girard #LI-onsite

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Company Details :

Name : Univest Financial Corporation

CEO : Jeffrey M. Schweitzer

Headquarter : Souderton, PA

Revenue : $1 to $5 billion (USD)

Size : 501 to 1000 Employees

Type : Company - Public

Primary Industry : Banking & Lending

Sector Name : Financial Services

Year Founded : 1876

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Details

: King of Prussia, PA

: 35848 - 47259 USD ANNUAL

: 18 days ago

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