What are the responsibilities and job description for the Client Service Associate position at Gulish & Associates, Inc.?
About Gulish & Associates, Inc.:
We are a growing financial services firm in Shelton, CT; providing wealth management services and financial planning to our clients for over 35 years. We're looking to add a full-time client services representative to our team to assist in a wide variety of client services. We provide a high level of personalized service to our clients. You'll play a critical role interacting directly with clients, investment companies, and the firm's financial advisors. Our team is searching for someone to take on a high level of responsibility over time and continue to grow with our firm. As our firm continues to expand, there is significant opportunity for increased specialization and personal growth.
Summary of responsibilities
This position provides administrative and technical support to the advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs.
Responsibilities Include:
- Maintain updated client contact records using CRM system
- Maintain up-to-date organized client files, including copies of all signed applications and forms
- Prepare and send outgoing mail
- Ensure all required forms and transactions are completed fully and accurately and submit them within deadline provided
- Track all pending business paperwork; when documents are outstanding, update pending business summary sheet for advisor’s attention; track and tally all outstanding work weekly
- Assist with data entry of all client financial information
- Maintain appropriate turnaround time on incoming items
- Answer phone and handle all client service issues within capacity
- Greet clients
- Schedule appointments and meetings for advisors; make service calls to clients
- Use excellent customer service skills to build client relationships
The ideal candidate will possess:
- Excellent oral communication
- Strong organizational skills, with attention to detail
- Strong ability to multitask, and a desire to problem solve
- Ability to work independently, but also the ability to collaborate with the team
- Accuracy and superb attention to detail
- Professional interpersonal skills with clients
- Comfort working in a small office environment
- High level of comfort using CRM, and financial reporting systems
- Proficiency in Microsoft Office
- Bachelor's Degree in Finance or Business Administration
- Series 6/7 and 65 licenses a plus
- Minimum 2 to 3 years in a similar financial services role preferred, not required
Please include a cover letter and resume for consideration.
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Work Location: In person
Salary : $50,000 - $60,000