What are the responsibilities and job description for the Advisor Support & Client Service Associate position at Charleton Financial?
Job Summary
We are seeking a highly organized, detail-oriented professional to join our team in a client service and advisor support role. This position plays an important part in delivering an exceptional client experience while supporting our financial advisors with meeting preparation, reports, paperwork, and other administrative needs.
Duties
- Provide exceptional client service by greeting clients, answering phones, scheduling appointments, and assisting with technology and account access.
- Assist clients with completing forms and documents, including electronic signatures.
- Support advisors with client meeting preparation, including agendas, investment review reports, financial planning data, and paperwork.
- Process and follow up on client and business-related paperwork and tasks in a timely manner.
- Maintain accurate and up-to-date client records, calendars, and databases.
- Prepare and coordinate client communications and mailings, including email and print correspondence.
- Manage administrative needs, including travel arrangements, office supplies, equipment, and meeting room preparation.
- Maintain a professional, organized, and welcoming office environment.
- Assist with special projects and other duties as needed to support the team.
Qualifications
- Bachelor’s degree or equivalent combination of education and experience.
- Minimum of one (1) year of experience in the financial services industry.
- Minimum of two (2) years of administrative experience and/or training.
- Strong attention to detail and a high degree of accuracy.
- Exceptional organizational and time-management skills.
- Strong computer skills, including advanced knowledge of Microsoft Office Suite and CRM systems.
- Excellent oral, written, and interpersonal communication skills.
- Demonstrated ability to maintain confidentiality and integrity.
- Professional appearance and demeanor.
- Positive, energetic, and team-oriented attitude with a willingness to learn.
Join a team that is committed to providing outstanding client service and building lasting client relationships. In this role, you will have the opportunity to contribute to the success of our team while developing your knowledge and skills in the financial services industry.
Pay: $27.00 - $32.00 per hour
Expected hours: 32.0 – 40.0 per week
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Work Location: In person
Salary : $27 - $32