What are the responsibilities and job description for the Client Services Associate position at Lumina Consulting, LLC?
We are seeking a dedicated Client Services Associate to support our financial consultants in providing excellent customer service to our clients. You will work closely with our staff, preparing documents before client meetings, organizing sales and presentation materials, compiling meeting notes, and setting up client access for new accounts. On a daily basis, you will also handle other administrative tasks, such as answering phone calls emails, sending deadline reminders to consultants, and updating our client database.
Client Services Associate Job Duties and Responsibilities
- Compile and update necessary documents and contracts
- Prepare presentation materials
- Gather meeting notes and input them to client files
- Obtain and process all client information and transactions
- Open new accounts and process money movements
- Perform administrative and clerical duties as necessary
Client Services Associate Requirements and Qualifications
- High school diploma or equivalent; associate or bachelor’s degree in business, finance, or related field preferred
- Experience as a Client Services Associate or other administrative role in the financial industry a plus
- Wealthscape (Fidelity) expertise preferred
- Proficient in Microsoft Office
- Strong communication and organizational skills
- Detail-oriented
- Comfortable working independently
- Exceptional customer service skills
Pay and benefits are regularly measured against industry standards and will be in the upper quartile for employees who bring great value.