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Position Overview:
Buttonwood Capital Management is a Scottsdale based independent financial planning, wealth management and strategic advisory firm focused on affluent clients. We are looking to hire an individual who will enhance the client experience by giving exceptional service and providing operational and administrative support to our firm and our clients. We are a small boutique office so you will get great exposure to all aspects of a leading investment business. Our Client Services Associate will be responsible for the day-to-day servicing of clients and account maintenance, which will involve both face-to-face and phone interactions with our valued clients.
This position carries opportunity for upside potential regarding increased responsibility and commensurate pay, bonuses, and title. Our ideal hire may be called upon to come in early and stay late as needed. The person we are looking for must be willing to engage in our client’s lives and contribute to the overall financial health of our clients and the health and growth of our firm.
In This Role You Will:
· Assist on the daily activities associated with client service and back-office operations.
· Partner with Advisors to ensure white glove service to clients.
· Prepare advisors for daily trades, account analysis, and client meetings.
· Collaborate with Advisors for proper client onboarding, with duties including client education (e.g., online account access) and proper account set up.
· Collaborate with Client Services Manager to develop and maintain procedures regarding workflow systems within CRM; identify ways to improve processes and workflow systems to promote efficiency and productivity across all the firm’s goals and objectives.
· Check custodian and client alerts daily and perform appropriate actions.
· Handle and process administrative paperwork for Advisor’s clients.
· Develop and maintain exceptional relationship with clients with the focus on client retention.
· Prepare conference room for client and prospect meetings.
· Answer, screen, and transfer inbound phone calls.
· Initiate and field daily client service calls.
· Maintain accurate notes and records in the CRM and internal document database.
· Greet clients and visitors. Offer and provide refreshments to clients and visitors.
· Handle and process daily mail: open and distribute; scan and file as needed; manage shipping.
· Maintain professional appearance of office communal areas including supply cabinet, filing cabinets, conference rooms and kitchen.
· Assist with special projects as needed.
Qualifications:
· Bachelor’s degree (or equivalent experience) preferably in business, accounting, finance, economics, or related area.
· 2 year of experience in client service and operations in the financial services industry.
· Capability and willingness to learn new computer skills and applications (must take the initiative to improve the understanding of any tools, mechanisms or processes that will enhance organization).
Other Skills & Experience:
· Continuously exhibits personal integrity and professional initiative.
· Reliable, follows through on commitments, does not shrink from new challenges.
· Possesses a passion to help new and existing clients.
· Must be organized, detail-oriented and able to manage and prioritize tasks.
· Must take initiative and work independently; must be able to set priorities and juggle several activities at once, often with frequent interruptions.
· Demonstrates a commitment to accuracy by delivering high quality work.
· Excellent written and verbal communication.
· Flexible team player who is highly adaptable to change and open to innovative ideas.
· Demonstrated ability to work successfully in an entrepreneurial, small company environment.
· Uphold firm’s purpose, vision, and values.
Benefits Provided
· Health Insurance (Medical/Dental/Vision)
· 401(k) plus Company Match
· Salary based on experience
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
Physical setting:
Schedule:
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Experience:
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Ability to Commute:
Work Location: In person
Full Time
Business Services
$53k-69k (estimate)
04/23/2024
05/01/2024
buttonwoodcapitalmgmt.com
LOS ANGELES, CA
25 - 50
1996
Private
JESSE LO RE
$5M - $10M
Business Services
The job skills required for Client Services Associate include Client Service, Initiative, Commitment, Financial Services, Wealth Management, CRM, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
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Quotes from people on Client Services Associate job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
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And strong client relations skills are key to building and maintaining long-lasting business relationships.
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