POSITION SUMMARY
The Client Service Associate works under the direction of the firm principals and/or senior planners to ensure that a consistent message and exquisite level of care are provided to our valued clients in an expeditious and professional manner. The goal is to diligently contribute to the team while continually looking to leverage the advisors’ time and grow the firm’s profitability. Our financial planning business offers an intimate setting, specializing in meeting the needs of successful business owners and professionals. Applicants should be adept at providing clients and fellow teammates prompt, exceptional service, with a personal touch not found in large institutions. The right individual will enjoy being challenged and have a “can do” spirit.
ESSENTIAL DUTIES
The purpose of the Client Service Associate role is to provide superior customer service and to assist advisors with preparation for all client service meetings. The position directly assists the advisors who are the cornerstone of the client relationship. The individual must be committed to gaining a broad base of knowledge across all functions of the business, including investments, administration, compliance, and financial plan design. This person must be adept at problem solving and comfortable interacting with clients and others to assure seamless integration of the unique client experience. An emphasis on timely responsiveness is critical. Organizational skills and attention to detail are also essential given the nature of paperwork, processes, and related work, upon which both clients and the team depend.
BENEFITS
Administration
Client Services
Operations
Knowledge, Skills, and Attributes
Job Type: Full-time
Pay: $42,500.00 - $52,500.00 per year
Benefits:
Schedule:
Ability to Commute:
Work Location: In person
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