What are the responsibilities and job description for the Client Service Associate position at YTS Wealth Management, LLC?
Our office environment can be described as modern, family-oriented, positive, and welcoming. The ideal candidate for this position will be a hard working individual who wants to grow with this company.
Tasks for this position will include:
- Greeting clients
- Scheduling meetings
- Scanning, faxing, and e-filing client intake forms
- Preparing paperwork for meetings
- CRM data entry
- Taking incoming phone calls
Skills to succeed in this role include:
- Must be able to multi-task
- Excellent communication
- Efficient time management to meet deadlines
- Intrinsic motivation
- Maintain professionalism and a positive attitude
- Work well with other team members
Pay range is $40,000 - $55,000 per year depending on experience. Experience includes:
- Office and front desk attendant experience
- Working with data entry, numbers, sensitive and confidential information
- Directly working in the financial services industry
- Experience working with our Broker Dealer, LPL Financial
- Education in finance, having financial certifications, and/or securities licenses
Benefits (Effective upon Date of Hire)
- 10 days of Paid Time off
- 12 weeks of full-pay Maternity Leave
- Flexible scheduling for personal/miscellaneous appointments (do not go against PTO)
- Frequent team outings with pay
Observed Holiday's with Full Pay:
- New Year's Day
- President's Day
- Good Friday
- Memorial Day
- Juneteenth
- Independence Day
- Labor Day
- Thanksgiving Day
- Day after Thanksgiving
- Christmas Eve
- Christmas Day
- New Year's Eve
*Must be able to pass a drug test, state background check, and federal fingerprinting. Those unable to pass are not encouraged to apply.
Job Type: Full-time
Pay: $40,000.00 - $55,000.00 per year
Benefits:
- 401(k) 4% Match
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Compensation package:
- Bonus opportunities
Schedule:
- Monday to Friday
Education:
- Bachelor's (Required)
Experience:
- Customer service: 2 years (Required)
Ability to Relocate:
- Export, PA 15632: Relocate before starting work (Required)
Work Location: In person
Salary : $40,000 - $55,000