Role OverviewThe Client Service Associate will be the primary point of contact for advisors and their clients, delivering outstanding support and ensuring a seamless client experience.
What You Will Do
The role involves serving as the main point of contact for advisors and their clients, assisting clients with account maintenance, identifying and resolving client issues, and maintaining and updating client records.
Why It Might Be a Fit
The ideal candidate will have 1+ years of experience in a client service or administrative role, preferably within the wealth management or financial services industry, and exceptional communication and interpersonal skills.
Requirements
- 1+ years of experience in a client service or administrative role
- Bachelor’s degree in finance, business, or a related field is preferred but not required
- Exceptional communication and interpersonal skills
- Collaborative mindset with a commitment to contributing to team success
- Strong computer and technical skills
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
- Experience with CRM systems or financial software is a plus
Benefits
- Medical with HSA and FSA options
- Dental
- Vision
- 401(k) with a generous company match
- Access to a personal financial planner
- Unique investment options
- 4 weeks paid time off
- 12 paid holidays
- 2 days for giving back
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