Client Services Associate

Capital Asset Management Group is a financial planning firm located in the heart of Georgetown in Washington, DC. We believe in taking an education-based planning approach and working to educate our clients at each step of the planning process before any recommendations are implemented on their behalf. With a founding principle of delivering financial complexity communicated effectively, we help our clients identify their financial goals and motivations and then understand what needs to occur to reach them. We seek a talented Client Service Associate to join our firm and carry our mission forward by providing an exceptional client experience. Our office space is contemporary and bright, fostering an inclusive and collaborative company culture. We offer a generous benefits package, including a 401(k) match, paid time off, health insurance, and more.

Summary of Essential Duties

The Client Service Associate supports the client experience through direct client interaction and coordination with other team members to deliver premium client service. The position requires strong written and verbal communication skills, a can-do attitude, enthusiasm, and a strong aptitude for learning. The ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essential. Organization skills and attention to detail are critical. This person must be able to accurately follow instructions to ensure a high-quality outcome across the position's responsibilities. Additionally, the Client Service Associate is responsible for the completion of the essential duties and responsibilities outlined below:

Outcome

A successful Client Service Associate will:

• Ensure smooth day-to-day operations and increase the operational efficiency of the firm
• Support high client satisfaction rates through excellent customer service, prompt follow-up to client issues, and proactive problem-solving
• Ensure that paperwork is completed accurately and timely
• Leverage time and create capacity for Senior Advisors

Responsibilities

• Act as the primary contact for client service questions, account information, and troubleshooting
• Work seamlessly with our partners to handle client service requests, escalating issues when appropriate and making suggestions for improvement to their systems and process
• Participate in client meetings as needed
• Conduct paperwork signing appointments
• Track all client updates and interactions in Salesforce; manage work assignments to meet company standards of practice
• Prepare client review materials
• Prepare paperwork for client transactions, including, but not limited to, opening new accounts, closing accounts, transferring assets, deposits, and withdrawals
• Participate in special projects
• Other duties as assigned

Required Qualifications

• Financial services industry experience a plus
• Minimum of one (1) years in a client service/operations role
• Strong problem resolution skills
• Detail-oriented with a high degree of accuracy
• Exceptional organizational skills; ability to multi-task and follow up with and meet deadlines
• Highly competent computer skills and advanced knowledge of Microsoft Office Suite
• Exceptional oral, written, and interpersonal communication skills
• Impeccable ability to maintain confidentiality and integrity
• Positive attitude, personal organization, and the ability to handle a heavy workload
• Professional appearance and demeanor
• Energetic, eager to learn, and willing to cooperate

Preferred Qualifications

• Bachelor’s degree or related experience
• Experience with securities and insurance processing
• Experience with Sales Force
• FINRA Licenses 6,7,63, & 65
• Salesforce Experience a Plus

Additional Comments

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Pay: $55,000.00 - $65,000.00 per year

Compensation Package:

• Bonus opportunities

Education:

• Associate (Required)

Experience:

• Financial Services/Insurance/Administrative: 2 years (Required)

Ability to Relocate:

• Washington, DC 20007: Relocate before starting work (Required)

Work Location: In person

Salary : $55,000 - $65,000