What are the responsibilities and job description for the Part Time Client Service Associate position at Rooted Planning Group?
The CSA works directly with the team to assist with the financial planning needs of clients. This role is a key member of the service team for all clients and facilitates a supportive process to assist in the delivery of financial plans and service to clients.
The ideal candidate is someone who can take charge of their responsibilities, is organized, takes ownership of their role, has a comfort level with technology, is client service minded, passionate about delivering great service, and asks questions when needed.
Essential Functions
Responsible for the initial client interaction (phone, office visits, etc.)
Process and scan all mail and documents delivered to the office
Support all team members administratively
Ensure work is organized and current in the CRM
Demonstrate professional, ethical and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues and other businesses with which we interact.
Miscellaneous tasks as needed (this may include help with marketing, HR, compliance, etc). We are a small firm so everyone wears lots of hats.
The ideal candidate is someone who can take charge of their responsibilities, is organized, takes ownership of their role, has a comfort level with technology, is client service minded, passionate about delivering great service, and asks questions when needed.
Essential Functions
Responsible for the initial client interaction (phone, office visits, etc.)
Process and scan all mail and documents delivered to the office
Support all team members administratively
Ensure work is organized and current in the CRM
Demonstrate professional, ethical and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues and other businesses with which we interact.
Miscellaneous tasks as needed (this may include help with marketing, HR, compliance, etc). We are a small firm so everyone wears lots of hats.