Customer Account Specialist-TD

About Alexis Fiscal Advisory: Alexis Fiscal Advisory is a leading financial advisory firm that specializes in providing tailored financial solutions for individuals and businesses. With a focus on strategic financial planning, tax consulting, investment management, and wealth advisory, we are committed to helping our clients achieve their financial goals with confidence. Our team values integrity, personalized service, and building long-term relationships with our clients.

Position Overview: We are looking for a proactive, detail-oriented, and customer-focused Customer Account Specialist to join our growing team. In this role, you will manage client accounts, assist with inquiries, and ensure seamless account processes. As the primary point of contact for clients, you will help resolve issues, provide account updates, and work closely with internal teams to ensure clients’ needs are met promptly and efficiently.

The ideal candidate will have excellent communication skills, a strong problem-solving mindset, and a passion for delivering high-quality customer service. This is a great opportunity for someone with a background in customer service or financial account management to grow their career in the financial services industry.

Key Responsibilities:

• Client Account Management: Oversee client accounts by ensuring accurate and up-to-date information, including processing account changes, requests, and updates in a timely manner.

• Customer Support: Act as the main point of contact for clients, addressing their inquiries related to account balances, transactions, financial planning, and other account-specific concerns.

• Transaction Processing: Facilitate and process account transactions, including deposits, withdrawals, transfers, and other related financial activities. Ensure all transactions are handled in compliance with regulatory guidelines and internal procedures.

• Issue Resolution: Proactively identify and resolve client issues such as account discrepancies, transaction errors, or documentation problems. Work with relevant departments to find quick, effective solutions.

• Client Communication: Maintain regular communication with clients to update them on account status, inform them of required actions, and ensure satisfaction. Ensure all communication is clear, professional, and aligned with company standards.

• Document Handling: Assist clients with the preparation, review, and submission of required documents for account management, ensuring they are properly completed and stored in accordance with company policies.

• Reporting: Assist in generating account-related reports, account summaries, and other relevant documentation for both clients and internal teams.

• Collaboration: Work closely with financial advisors, account managers, and other departments to ensure clients receive the best possible service and support for their financial needs.

• Quality Assurance: Ensure that all account-related processes are carried out accurately, efficiently, and in full compliance with industry regulations and internal policies.

Qualifications:

• High school diploma or equivalent required (Bachelor’s degree in finance, business, or a related field preferred).

• 2+ years of experience in customer service, account management, or a related field, preferably in the financial services industry.

• Strong knowledge of financial products and services is preferred.

• Excellent verbal and written communication skills with the ability to communicate complex information in an easily understandable manner.

• Strong attention to detail and organizational skills, with the ability to manage multiple tasks effectively and meet deadlines.

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM or financial management software (experience with financial tools or software is a plus).

• Strong problem-solving abilities and the ability to handle difficult situations calmly and professionally.

• High level of professionalism and discretion when handling confidential information.

• Ability to work both independently and collaboratively in a team environment.

• A customer-focused attitude with a passion for delivering high-quality service.

What We Offer:

• Competitive salary and benefits package.

• Opportunities for career advancement and professional development within the financial industry.

• A collaborative and dynamic work environment.

• Access to continuous training and resources to enhance your skills and knowledge.

• Comprehensive health and wellness benefits.