Client Service Associate

Proffitt & Goodson, Inc. is a fiduciary, fee-only registered investment advisory firm. We improve our client’s lives through honest advice, personalized care, and disciplined investing. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial and estate planning, and tax mitigation. We employ a holistic and inclusive team approach, supported by the latest cloud-based technologies.

Our business is based on delivering exceptional service and support to high-net worth families and nonprofit organizations. As a growing company, opportunities for internal growth and career development are plentiful, including full support for continuing education and professional credentials.

What You’ll Do

We are seeking a successful Client Service Associate who is a multi-tasker at heart, with strong communication skills and an organizational mindset. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. Successful Client Service Associates are instrumental in delivering a unique client experience that differentiates our service and sets the firm apart. In this role, you will:

·      Deliver high level telephone and in-person support that balances appropriate affability with professional demeanor

·      Provide front-of-house duties such as greeting clients and other visitors, and receiving and directing telephone calls

·      Provide top quality service to clients and complete administration of client financial accounts and associated money movement

·      Prioritize and organize workflow, as well as support all facets of the operation and administration of client accounts

·      Onboard new clients – drafting welcome emails and updates on progress

·      Ability to respond professionally to client and internal questions regarding accounts, policies, and procedures

·      Process client requests (wires, checks, journals, etc.)

·      Review and reconcile daily activity to ensure accuracy and completeness

·      Assist with establishing online client access for statements, confirms, tax documents and other services

·      Perform various office administrative duties

·      Maintain client electronic files

What You’ll Bring

The candidate should have strong professional communication and interpersonal skills, as well as the ability to motivate oneself and others to deliver high quality output, possibly within tight timeframes.

The ideal candidate will have experience and attributes in the following areas:

·      Experience delivering client-focused solutions.

·      Demonstrable organizational skills and a strong attention to detail.

·      Ability to prioritize and organize workflow

·      1-7 years of experience in financial services preferred

·      Previous work experience, including internships involving client service or financial analysis, is preferred.

·      BA/BS degree preferred

·      Ability to develop proficiency in various technology applications and assist clients with technology-related issues.

·      Experience in MS Office applications, such as Word, Excel, PowerPoint, etc.

·      Ability to acquire a working knowledge of portfolio administration and management

·      Comfort with learning and mastering new technology

·      Self-starter and able to work independently

·      Ability to work effectively in a team environment

·      Flexible and willing to perform other tasks as assigned

Salary and Benefits:

·      Expected starting base salary to range between $48,000 and $60,000, plus bonus, depending on experience and qualifications.

·      Participation in merit-based bonus pool.

·      Access to company 401(k) plan with profit-sharing contribution and a salary deferral match.

·      Proffitt & Goodson offers health insurance plans and paid time-off