Client Engagement Associate

Requirements

• Client Service – you are a client-centric communicator with strong communication skills.
• Detail Oriented – possess a high attention to detail and follow-through.
• Getting Results – possess an entrepreneurial drive and are motivated by results and helping clients find the right advisory fit.
• Organization and Time Management – able to complete multiple tasks under frequent time constraints.
• Bachelor’s Degree preferred but not required.
• 2+ years of experience in financial services, ideally in a client-facing or sales support role (e.g., retail banking, advisory support, client service, or business development).
• Strong understanding of financial products, investment basics, and the value of comprehensive financial advice.
• Excellent verbal and written communication skills with a consultative, empathetic approach.
• Organized, self-motivated, and able to manage multiple priorities in a fast-paced environment.
• Experience using Salesforce or similar CRM platforms preferred.

Benefits

• Paid Parental Leave
• employee ownership
• Paid Time Off
• $2,000 referral bonus
• Professional Development Assistance Plan