Senior Associate, Client Service

Summary

Deliver the NorthRock client experience to clients within practice, ensuring service standards are being met, improved, and exceeded. Responsible for prepping and creating client-ready materials.

Essential Functions:

• Partner with team members and advisors to deliver client-ready meeting prep and follow up materials which may include the development and delivery of materials in a Client Relationship Manager capacity for select clients
• Collect data and documents for assigned clients, interpret client documents to answer client questions, keep all aspects of CRM up to date, and continually improve client service standards
• Represent the NorthRock firm and advisor practices by partnering with internal and external business partners and advice teams to complete tasks and provide an exceptional client experience
• Work closely with other Client Service Associates to inform design and implement improved processes and operational policies across team
• Develop processes to exceed client service standards
• Participate in client calls and meetings
• Assist in the implementation and delivery of special requests and client projects across advisor team
• Work directly with client’s other preferred professionals to inquire about, resolve, or facilitate client requests
  

Required Education & Experience

• A bachelor’s degree from an accredited college or university required
• 3+ years of industry specific experience
• Successful candidates will combine rigorous service acumen across many of the following areas, along with impressive depth in one or two:

• • Financial Planning
  • Insurance
  • Tax Services
  • Estate Planning
  • Executive Compensation
  • Cash Flow Management
  • Accounting

• Experience in a client-service or professional service role
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage lateral and upwards
• Experience with a CRM database is appreciated (e.g., Salesforce)
• Professional and timely internal and external communication skills via multiple platforms (in-person, phone, email)
• Proficiency in all areas of Microsoft Office and Apple iOS mobile; must be very tech savvy