CSA Position Available

Client Service Associate

 JPStudinger Group, a comprehensive financial planning and investment management firm located in Bloomfield Hills is looking for a Client Service Associate (CSA).  The CSA will serve in multiple roles in the investment processing and marketing assistance. The CSA will need excellent customer service, communication skill and professionalism.  This position requires daily interaction with clients, prospects and the firm’s resources to assist with service requests, scheduling and meeting preparation. This role will also need a creative thinker to keep up with innovations in digital, social and email marketing technologies.

Career opportunities exist to expand into financial planning or business management roles.

Essential Duties and Responsibilities

  • Administratively manage communication networks, appointment scheduling and firm’s document processing

  • Successfully partner with Broker Dealer for new account establishment, account maintenance and compliance

  • Manage client needs regarding processing, service and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards

  • Process, submit and service all account paperwork/requests; follow through to completion utilizing paperless procedures where available

  • Assist in preparation of consolidated performance reporting

  • Process check deposits and billings

  • Create and maintain marketing and communication strategies to build the company’s social media presence through Facebook and LinkedIn; manage output of digital communication through Levitate

  • Audit and maintain all marketing assets to ensure marketing copy, disclosures and all regulatory requirements are met

  • Complete ad hoc projects as needed

Knowledge, Skills and/or abilities

  • Self-starter with an ability to work both independently and as a team member

  • Demonstrated understanding and use of Social Media platforms such as Facebook and LinkedIn

  • Strong client focus with excellent verbal and written skills; professionalism and sound judgement

  • Advanced computer skills in Microsoft Office

  • Familiarity or ability to master, appointment scheduler Calendly, Levitate and RedTail CRM

Education and Experience

  • Previous experience in the financial services industry preferred, or a strong desire to learn

  • Fingerprinting and background check required

 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. JP Studinger Group, LLC is not affiliated with Kestra IS or Kestra AS