What are the responsibilities and job description for the Senior Client Service Associate position at Private Client Services, LLC?
Overview
As a Sr. Client Services Associate at Evergreen Strategic Wealth, you will provide exceptional client service and operational support to a team of Financial Advisors. You will help coordinate client onboarding, communications, account administration, and events, helping create a seamless client experience and supporting the firm's commitment to personalized wealth management.
Responsibilities
- Support client relationship management activities for existing and prospective clients, helping to develop and execute strategies that enhance client retention, growth, and overall satisfaction.
- Partner with advisors and team members to identify client needs, coordinate solutions, and deliver a proactive, high-quality client experience.
- Serve as a primary point of contact for client communications, ensuring inquiries are addressed promptly and opportunities for relationship growth are identified.
- Maintain accurate and timely client records, CRM updates, and administrative tasks, while supporting team workflows, meeting preparation, and follow-up activities.
- Prepare, process, and track client account documentation and service requests.
- Execute and monitor money movements, account maintenance, and other client account transactions.
- Draft client correspondence and communications on behalf of advisors.
- Utilize firm technology and systems to ensure client information and activities are updated accurately and efficiently.
- Assist clients with service requests, including account transfers, distributions, and other account-related needs to enhance client satisfaction.
- Perform additional duties as assigned to support the ongoing success of the team and clients.
Education/Experience
- Financial services experience required, preferably in a Broker-Dealer or RIA environment
- Proven experience in client services or account management roles.
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, and Teams) and comfortable learning new technologies.
- Excellent verbal/written communication skills with the ability to articulate complex concepts clearly and foster positive relationships with clients and internal teams.
- Knowledge of NetX 360 and Docupace a plus.
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) 3% Match
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in Louisville, KY 40206
Salary : $55,000 - $70,000