Client Service Associate

Job Description

Job Description

JOB DESCRIPTION

Client Service Associate

Who We Are

At Bruton Chisnell Advisors (BCA), our Purpose is to empower our clients and team to live more confidently. As an independent registered advisory firm, we serve both individual and business clients, providing services ranging from financial and retirement planning, investment management, retirement and 401(k) plan management, and strategic business consulting. BCA is a leader in the financial service industry and consistently ranks as an “elite” retirement plan advisor and within the top quartile of firms based on assets under management.

Leading with our Core Values, we are a strong partner with our clients and provide an exceptional yet approachable experience. We work closely with our clients to meet them where they are, understand their unique needs, and partner with them to chart a course to achieve their goals and live more confidently. Through our holistic planning approach, we strive to be a thought-partner on the team, collaborating with business partners, attorneys and accountants to achieve the best outcomes for our clients.

With 50+ years in the industry, we continue to expand our footprint with offices in Downingtown, PA and Barberton, OH. Our goal is to continue to enhance our team environment where we work together to build long-lasting mutual success. We take our core values seriously and utilize them to make every decision - both with our team and with our clients. BCA is looking for growth-minded individuals who are excited to learn and work in a client service-first organization where they can make a big impact.

Summary

As a Client Service Associate at Bruton Chisnell Advisors (BCA) in the Pennsylvania office, you will play a crucial role in client relations by ensuring the smooth operation of the office. Serving as the first level of client service, you will be responsible for perpetuating our Purpose and Core Values in each interaction with clients, the internal team, and partners.

Your responsibilities will include coordinating and preparing for client meetings, and prepare and execute client paperwork. You will take help support the office experience to create a positive interaction for every visitor. Your role will be vital in creating a positive client and team experience and supporting the overall efficiency of our office and team members.

Responsibilities

· Client Experience & Service Support

o Client Meeting Preparation: Proactively review upcoming meetings to identify the need for materials. Print agendas, binders and other meeting materials for client meetings as needed in partnership with client service managers and relationship managers. Prepare presentations and reports.

o Back Office / Paperwork Management: Draft paperwork, collect signatures from appropriate signers, either by hand signature or DocuSign. Ensure all client documentation complies with firm policies and regulatory requirements. Manage paperwork process from submission to completion.

o CRM: Partner with client service team to add new clients to CRM with accurate details. Update client information regularly to ensure accurate client data. Support effective workflows and automations. Ad hoc projects related to data integrity and reporting.

o Client File Management: Scan & save client paperwork, meeting notes, estate plans, and other documents as needed. Download and share statements, tax forms, etc. from Fidelity, Schwab and other Recordkeepers / Custodians as needed. Organize and maintain files in an efficient way for easy access.

o Process Documentation: Partnering with various BCA team members, identify processes that need documented, help document existing processes, and identify opportunities for continual improvement.

o Client Success: Provide a high level of customer service by responding to inquiries promptly. Completing follow-ups as requested by Advisors and/or Client Service team.

Experience

· 3+ years of financial services experience, required.

· Fidelity and/or Schwab experience, a plus.

· Ability to maintain highly confidential information.

· Proven experience in client services with a service first mindset creating a white glove client experience for every person.

· Positive, can-do attitude. Ability to take on new projects with limited direction.

· Highly organized with the ability to manage multiple priorities at once.

· Strong technical aptitude; highly comfortable using Microsoft Suite (including Excel).

· CRM and DocuSign experience, preferred.

· Strong desire to learn and grow within the financial planning industry.