The role, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisor/CEO. Day-to-day duties entail a wide variety of responsibilities and skills, including administrative, client service, and advisor support.

The ideal candidate is detail oriented with proven organizational skills, able to self-manage time efficiently, and prioritize tasks; can embrace technology and the efficiencies it allows and a driven self-learner who is always looking to improve processes.

Responsibilities:

· Receive and route phone calls to appropriate parties or take messages.

· Deliver exceptional client service and serve as a liaison between advisor and clients.

· Proactive follow-up with clients to confirm account updates, paperwork, and check receipts.

· Collect appropriate documentation to support the new client onboarding and billing process and ongoing delivery of wealth management services.

· Review daily tasks and alerts and process accordingly.

· Follow up with clients as necessary to make sure all paperwork is received.

· Document all communication & interactions with clients in CRM in a timely manner.

· Handle miscellaneous administrative and operational activities (e.g. print, scan, fax documents; filing; mailing).

· Provide support on special projects, as needed.

Qualifications:

· 2-4 years in client service preferred.

· Higher education required.

· Personable, responsive, engaging.

· Adept at self-management and problem solving.

· Excellent written and verbal communication skills

· Strong computer skills; high degree of proficiency with Word, Excel, Outlook. CRM software a plus.

· Organized multi-tasking with ability to work with frequent interruptions is a must.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Office: 5 years (Required)
• Customer Service: 2 years (Preferred)

Work Location: In person