What are the responsibilities and job description for the Client Services Associate position at Pachira Wealth Management?
Company Description
Pachira Wealth Management offers personalized consulting, experienced investment management, and highly customized financial plans to help clients understand their financial picture, visualize life goals, and manage wealth throughout life's milestones. We take a personal, empathetic, and judgment-free approach to finance, aiming to be a trusted partner on the path to prosperity. Our firm's name, derived from the "money tree," symbolizes strength through collaboration, a solid foundation, and endless possibilities for growth. With Pachira, your finances are strongly rooted and built to last.
Role Description
This is a full-time in-office role for a Client Services Associate located in Latham, NY. The Client Services Associate will be responsible for client communication, preparing and processing financial paperwork, assisting clients with their inquiries and planning client appreciation events. The role involves administrative support tasks such as maintaining client records, assisting in account management, and ensuring a high level of client satisfaction.
Qualifications
- Strong communication and interpersonal skills
- Experience in client services and customer support
- Familiarity with financial planning and investment management
- Experience in the financial services industry
- Organizational and time management skills
- Proficiency in Microsoft Office Suite and CRM software
- Attention to detail and accuracy
- Ability to work independently and collaboratively
Salary Range
- $65-75k plus benefits
Salary : $65,000 - $75,000