Client Service Associate

Pay: $70,000.00 - $77,000.00 per year

At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met.

Our work environment includes:

·        Modern office setting

·        Growth opportunities

·        Lively atmosphere

·        Dynamic Team Environment

POSITION SUMMARY

The Client Service Associate will play a pivotal role in supporting the Advisor Team. The person in this role will collaborate with internal and external stakeholders to provide seamless operations and exceptional service for our Clients. This role is instrumental in maintaining strong client relationships and in the overall success of the Advisor Team.

Employment Requirements

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa currently.

Equal Opportunity is Real Here

SCS embraces diversity and equal opportunity as essential to the core of who we are.

We are committed to building a team that represents a variety of backgrounds, perspectives,

and skills.

ESSENTIAL FUNCTIONS

·        Provide advanced support to assigned advisory team, including client data gathering, paperwork preparation, and administrative tasks.

·        Maintain and update CRM records, ensuring accurate and detailed notes on tasks, client interactions, and activities.

·        Schedule and prepare for client meetings, organizing agendas and required materials.

·        Draft and process correspondence to and from clients, ensuring professional and clear communication.

·        Manage workflows for paperwork and documentation, ensuring accuracy and timely completion.

·        Execute client onboarding processes, ensuring smooth transitions and exceptional client experiences.

·        Communicate with clients and internal staff to resolve account-related issues.

·        Manage and maintain secure online access points for clients, ensuring efficient functionality.

·        Coordinate with clients to gather missing information and ensure timely completion of required documentation.

·        Support the firm’s compliance requirements and assist with maintaining adherence to relevant regulations.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Excellent written and verbal communication skills.
• Strong presentation skills.
• Strong analytical and research skills
• Ability to design and implement practical training. 
• Outstanding customer service, multi-tasking, and problem-solving skills.
• Proficiency in Microsoft Office applications and proven ability to quickly learn other software applications as needed.
• Interpersonal skills, notable attention to detail, outstanding time management, and organizational skills.

EDUCATION AND EXPERIENCE:

• Bachelor’s Degree in a related area preferred.
• At least five years of administrative experience in financial services. 

Job Type: Full-Time

Benefits:

• 401(k)
• 401(k) matching
• Vision & Dental Insurance
• Health Insurance
• Life Insurance
• Paid Time Off
• Employee Referral Program