Client Service Associate

Role Overview

At Konvergent, we help our clients successfully and confidently navigate life’s most important transitions. With over 50 years of industry experience, we drive results through a commitment to bringing exceptional value to our clients and executing on that promise.

We are on the lookout for more than just a candidate to fill a position; we seek a visionary eager person to embrace leadership and growth opportunities within our company. Our core values are the essence of our identity and guide our actions and decisions daily. We believe in supporting each other to live by these values consistently:

Integrity – Your word is your bond.

Client Service – We strive to not only meet but exceed expectations.

Teamwork – Every team member is essential, and mutual support is our strength.

Responsibility & Accountability – Embracing full responsibility, always.

Development & Growth – Continuous personal and professional growth is fundamental.

The right person for this role will share these values and possess an unwavering commitment to excellence, always seeking to surpass the ordinary. While we can equip you with the necessary skills for success, what we truly desire is your innate drive for improvement and an endless curiosity to learn.

Duties and Responsibilities: As a Client Service Associate, your main task will be to offer unparalleled client service, facilitating smooth communication, scheduling, and confirmation of client appointments. Your administrative duties will range from responding to client and advisor inquiries regarding account management to preparing paperwork for new accounts and maintaining existing ones. Furthermore, you will be responsible for updating client information in our CRM and other systems, as well as organizing and keeping track of both physical and digital client files.

What We Look For:

• Proficiency in Microsoft Office suite, general computer skills, and familiarity with office technology.
• Experience with CRM systems, particularly Salesforce, desired but not required.
• A keen eye for detail, strong problem-solving capabilities, and a commitment to accuracy.
• Knowledge or background in the Finance, Banking, or Wealth Management sectors is advantageous.

If you resonate with our values and are looking for a role where you can make a significant impact and grow, we would love to hear from you. Together, let's set new standards of excellence and innovation.

Job Type: Full-time

Pay: $23.00 - $33.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• What does exceptional client service mean to you, and when was a time you exhibited it in a previous job

Work Location: In person