Communication Skills, Customer Experience, Customer Service Management, Customer Support/Service, Detail Oriented, Documentation, Email Technology, Establish Priorities, Maintain Compliance, Maintenance Services, Mentoring, Multitasking, Operational Improvement, Organizational Development/Management, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Procedure Development, Record Keeping, Regulatory Compliance, Team Player, Time Management, Writing Skills
Job Type
Full-time
Description
The Client Service Associate (CSA) is a member of TCI's Client Service Team and plays a critical role in delivering an exceptional client experience by supporting Advisors, anticipating client needs, and ensuring operational excellence.
Client Service Associates support client and advisor service activities through TCI's pod-based service model and centralized workflows. Responsibilities evolve across levels from foundational task execution and systems learning to independent ownership of client service activities and, at more advanced levels, mentorship, problem solving, and contribution to team effectiveness.
Requirements
PRIMARY RESPONSIBILITIES
Employees in this role contribute to the following areas with increasing independence, complexity, scope, and accountability as they progress through levels:
- Support client service requests through task queues, email, and workflow systems
- Prepare, process, and track paperwork and account maintenance activities
- Maintain accurate, up-to-date client records and documentation
- Coordinate client communication, scheduling, and follow-up activities
- Support advisor teams with timely, accurate execution of service requests
- Collaborate across pods and internal teams to support client and business needs
- Follow established procedures, controls, and compliance requirements
- Identify opportunities to improve workflow, organization, and service consistency
HOW YOU'LL MAKE AN IMPACT
In this role, you'll have the opportunity to: - Support Advisors and clients by delivering timely, accurate, and responsive service.
- Manage client service requests, account maintenance, and documentation through established workflows.
- Coordinate client communications, scheduling, and follow up activities.
- Build and maintain accurate client records while ensuring compliance with firm procedures.
- Collaborate with Advisors and colleagues across teams to deliver a consistent and exceptional client experience.
- Exercise sound judgment, prioritize competing responsibilities, and proactively identify solutions.
- Contribute to workflow improvements, operational excellence, and team effectiveness.
- Continue developing your knowledge, skills, and expertise while taking on increasing responsibility over time.
QUALIFICATIONS
We're looking for candidates who have: - Bachelor's degree or equivalent experience.
- Relevant experience supporting clients, advisors, or administrative operations is preferred.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities in a fast paced environment.
- Commitment to teamwork, collaboration, and delivering exceptional client service.
GROW WITH TCI
At TCI, we believe in investing in our people. We welcome candidates with a variety of experience levels and are committed to helping our team members grow. As you build your knowledge, skills, and expertise, you'll have opportunities to take on increasing responsibility and advance your career within the Client Service team.
SALARY & BENEFITS
TCI offers a comprehensive Total Rewards package designed to support employees both professionally and personally. Our approach combines fair and competitive compensation with meaningful benefits, career development opportunities, flexibility that supports work life integration, and investment in employee and family well being.
Compensation for this role is determined based on role scope, demonstrated capability, experience, performance, and internal equity across the firm.
TCI Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply. We are committed to creating an inclusive environment where everyone can thrive.
Salary Description
$26.45 - $32.22 per hour, depending on experience