Client Service Associate

This role provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and providing the highest quality client service. The ideal candidate is highly relational, intellectually curious, and a natural problem solver. They will play a key role in deepening client relationships and delivering exceptional service that reflects our commitment to excellence.

What You Will Do

The Client Service Associate will initiate and monitor administrative details to serve team and clients with excellence, manage client experience, communicate with clients, manage investment accounts, and delegate to and partner with the Centralized Administration team. They will also work in conjunction with the Manager and team to initiate and organize meetings, respond to client inquiries, and plan for and respond to urgent needs.

Why It Might Be a Fit

The ideal candidate will have exceptional interpersonal and communication skills, a strong client service orientation, and the ability to build and maintain meaningful relationships with clients and team members. They will also have strong problem-solving skills, intellectual agility, and the ability to navigate complex administrative and client service scenarios.

Requirements

• Exceptional interpersonal and communication skills with a strong client service orientation
• Demonstrated ability to build and maintain meaningful relationships with clients and team members
• Strong problem-solving skills and intellectual agility to navigate complex administrative and client service scenarios
• Organizes and expresses thoughts clearly and concisely in both speaking and writing
• Demonstrated excellent computer literacy/skills and knowledge of specialized office programs
• Adeptness at prioritization and proactive planning with ability to complete multiple time-sensitive tasks
• Personal integrity and ability to discreetly handle confidential data
• Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environment
• Capability to excel in a team environment as well as working independently
• Desire to serve clients and co-workers with excellence
• Proven strong technical and analytical skills
• Keen attention to detail
• Strong organization skills and systems acumen

Benefits

• A reasonable estimate of the current range is $27.40 to $33.65 per hour with benefits