Are you passionate about providing exceptional service and building meaningful client relationships in the financial services industry?
We're seeking a proactive and detail-oriented Client Service Associate to join our dynamic wealth management team. In this key role, you'll partner closely with our wealth advisors to deliver a top-tier client experience while gaining valuable exposure to the full spectrum of financial planning.
Key Responsibilities :
- Collaborate with wealth advisors to support clients and seamlessly onboard new client relationships.
- Gather and organize client financial information, including statements, tax returns, and insurance policies, to prepare for client meetings.
- Manage the onboarding process for new clients, from preparing account paperwork and securing signatures to coordinating with custodians (Schwab) for asset transfers and portfolio implementation.
- Provide day-to-day client support by handling requests, preparing for client meetings, and following up on action items.
- Become proficient in financial custodian processes and act as the go-to contact for client inquiries, offering prompt and professional responses.
- Schedule and coordinate client meetings, ensuring all materials are prepared in advance.
- Uphold firm processes while actively seeking out ways to enhance workflows and efficiency.
- Maintain accurate and compliant client records and CRM data.
- Continuously expand your knowledge of financial planning, including investments, taxes, retirement planning, insurance, and estate planning.
- Provide essential administrative support, including managing correspondence and handling organizational tasks.
What We’re Looking For :
- years of experience in a client service role, ideally within financial services or wealth management.
- Bachelor’s degree (required).
- Self-driven with a strong work ethic and a positive, can-do attitude.
- Excellent organizational skills with a sharp attention to detail.
- Ability to thrive in a fast-paced environment and effectively manage multiple priorities.
- Passion for delivering high-quality service and building long-term client relationships.
- Exceptional communication and interpersonal skills.
- Proficiency in Microsoft Office Suite and an eagerness to learn new tools and technologies.
What We Offer :
- Competitive salary commensurate with experience.
- Multiple bonus opportunities tied to performance and contributions.
employer-paid health insurance.
- Generous paid time off, with increases for each year of service.
- Paid holidays and a flexible hybrid work schedule after the initial orientation period.
k) with employer match and contributions to a Health Savings Account (HSA).
- Internet and mobile phone allowance.
- Robust professional development and career growth opportunities, including ongoing education and certifications.
If you’re excited about being part of a supportive team that values growth, client service, and innovation, we’d love to hear from you! Apply today and take the next step in your career.
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