Client Services Associate - Financial Services

Job Description

Job Description

CLIENT SERVICE ASSOCIATE - FINANCIAL SERVICES

Location : Glastonbury, CT (Full time, In-office)

Compensation : $65,000 - $70,000

Our firm is a close and tight-knit team that works collaboratively to bring our values to the table each day : hard work, humility and optimism.

Our offices are committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention.

Being their advocate is the highest honor for us!

We are excited to have an opportunity to welcome a new Client Service Associate to our team! If you are an experienced support professional who loves working directly with clients, taking ownership of processes, and has an interest in the wealth advisory field, we would love to hear from you.

The attributes that we look for in teammates include :

Insistent attention to detail

Commitment to exceeding client expectations

Thorough listening skills and follow through

Self-directed time management and prioritization capabilities and outstanding

organizational skills

Ability to self-start, take initiative, and be proactive

Strong interpersonal skills, quickly connecting with others to build relationships

within the firm and across our client base

Demonstrates respect and tolerance for all clients

Flexibility and openness to step in and do whatever is needed to support the

team

Desire to be a long-term contributing member of the team

Ability to take constructive criticism with an open mind and professional

response

Poise and maturity, especially in stressful situations

Most importantly, have a positive attitude and be a team player .

Interested in more details? As a Client Service Associate , you can expect to :

Intake, screen, organize and process all that you are able, focus the advisor’s attention on the items that require her personal attention, and ensure that all activities are captured, scheduled, and completed.

Prepare and send outgoing mail.

Proofreading (or quality assurance) skills to ensure that one's own work is in accordance with advisor or broker / dealer (Commonwealth Financial Network) criteria.

Track all pending business paperwork, follow up on outstanding transactions with Commonwealth (e.g., transfers).

Maintain appropriate turnaround time on all items (e.g., 24 hours)

Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor’s priorities and projects, goals, and timelines and what she wants / needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects.

Coordinate the advisor’s calendar availability; appropriately blocking time and coordinating commitments with the team.

Qualifications for this role include :

BA or BS is preferred, but not required

Industry experience preferred, but not required

Excellent communication and relationship management skills to build client

relationships

Strong computer desktop skills are required : Microsoft Office Suite (Excel,

Outlook, Word, etc.) and Commonwealth CRM

Technology-forward

Admin support with the day-to-day Advisor schedule

Account opening

Generate reports, such as position statements, for advisor’s meetings with clients

Update Excel spreadsheets concerning client accounts and asset allocation

High attention to detail

Exceptional customer service experience

Ability to learn quickly

Demonstrated job stability and career progression

Get in touch today so that we can get to know you! As a Client Service Associate , you will work with some of the most successful business owners, families, and individuals around.

You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what we offer and see if it might be an attractive fit for both us and you.

We look forward to meeting you!

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