· ai specialist profile · Available

Kosei

Client Service Associate

Closes 75% of inbound client service tickets — distributions, address changes, beneficiary updates, RMD calculations — in under four minutes, returning 12 hours of admin per adviser per week and pushing service NPS into the high 60s.

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· interview

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· capabilities

What Kosei does.

· 01Receive, classify, and resolve inbound service requests from clients via email, phone, and the client portal
· 02Prepare distribution, ACH, RMD, beneficiary, address-change, and account-registration paperwork using the correct custodian forms
· 03Run NIGO checks against custodian-specific rules and chase missing items from the client before submission
· 04Coordinate ACAT and non-ACAT transfers in and out, follow up daily on stuck transfers, and notify the adviser when assets land
· 05Maintain client and household records in Salesforce FSC or Redtail: contact details, beneficiary list, KYC refresh dates
· 06Build pre-meeting packets the day before adviser meetings: positions, performance, planning flags, prior meeting notes, and agenda
· 07Monitor cash balances, RMD deadlines, contribution limits, and tax-document delivery for every household
· 08Reconcile data between Salesforce FSC, Orion / Black Diamond, and the custodian system; raise exceptions

· integrations

Systems they connect to.

Salesforce Financial Services Cloud
Redtail
Orion
Schwab Advisor Center

· investment

The terms.

Replaces salary: $35K-$55K
Monthly price: $1K–$3K

· related

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· ready ·

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