What are the responsibilities and job description for the Senior Client Service Associate - Financial Services position at White Pine Wealth Management?
About Our Firm:
White Pine Wealth Management, affiliated with Hightower Advisors, is a fiduciary wealth management firm that advises high-net-worth families with significant financial complexity while developing deep, long-lasting relationships. We are committed to providing uncommon insight and concierge-level service to transform worry and stress into confidence and peace. Our clients tell us where they want to go, and we develop comprehensive solutions to help them get there.
Bottom line, we work hard and take exceptionally good care of our clients while having fun along the way.
The appropriate candidate will possess the following skills and attributes:
- Strong verbal and written communication skills
- Cool and calm under pressure
- Good listener
- Independent and self-motivated
- Problem solver, ability to anticipate and understand future steps necessary to accomplish tasks
- Flexible, ability to adjust as priorities change
- High energy and enthusiasm
- Excellent organizational skills and great attention to detail
- Willingness to go above and beyond to provide timely, competent, and professional client service
Job Description:
The Senior Client Service Associate (SCSA) is a client-facing professional, supporting a team of experienced, organized, and laser-focused Wealth Advisors. The SCSA is a frequent point of contact with clients, managing all aspects of client administrative activities. The SCSA will develop strong relationships with clients who expect professionalism along with a strong attention to detail. The ideal candidate acts with urgency to anticipate and respond to client service needs. They are eager to contribute to client and firm-level projects.
Responsibilities:
- Manage client administrative needs for a team of Wealth Advisors
- Build relationships with clients through proactive communication by phone and email
- Serve as primary liaison between client and investment custodian
- Prepare and deliver custodian account application, transfer, and maintenance forms
- Manage money movement requests from clients (EFT transfers, wire transfers, and checks)
- Manage data collection process for new client onboarding
- Maintain CRM (Salesforce) database, document management system, and client reporting portal
- Schedule client and prospect meetings
- Prepare client report package for client meetings
- Provide general administrative support
- Attend client meetings as requested
- Contribute to the creation and improvement of processes
Requirements:
- Bachelor’s Degree
- Minimum 4 Years of industry experience (banking, insurance, mortgage experience does not count)
- Series 7 and 65 licensed preferred
- Additional licenses and/or designations a plus
- Experience with Salesforce a plus
- MS Office proficiency
- Strong phone and written communication skills
- Must pass background and other screening exams
Benefits:
Competitive salary based on experience; $80,000 to $100,000 plus discretionary bonus opportunity.
Comprehensive benefits package available.
- Medical, dental, vision coverage starts on the first day
- HSA employer contributions
- 401(k) with match
- PTO
- Student loan assistance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- Pet insurance
This is not a sales position.
To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal. Other screening tests may be administered as a condition of employment.
We are working directly with a recruiter, so please do not contact our office.
Please submit cover letter and resume in Word or PDF format.
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position, as well as your desired salary range. Please also describe your three most defining characteristics or attributes. This exercise will display your written communication and ability to follow directions, as well as help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!
Pay: $80,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Health savings account
- Paid time off
- Parental leave
- Professional development assistance
Work Location: In person
Salary : $80,000 - $100,000