Client Service Associate

Title: Client Service Associate

Reports to: Partners

Benefits: Yes

Status: Full-Time

Date: March 11, 2024

Firm Description

Morton Brown Family Wealth is on a mission to revolutionize the way people plan and invest for the future. We transform complexity, empowering clients to experience financial confidence reimagined. We aspire to be a catalyst for change in the way financial advice is delivered as a trusted advisor, thought leader, and community partner.

The firm is seeking a Client Service Associate who will collaborate with an innovative team of professionals to help families build confident financial futures. This is an opportunity to join an advisory team with an uncompromising dedication to excellent client service and an unwavering commitment to the fiduciary standard.

Here are some highlights of what it is like to be a part of the Morton Brown Family Wealth team:

· High standards for client service as we are fiduciaries at all times

· Celebrate the wins and successes of our clients and our team

· Full team engagement in building the long-term vision for the firm

· Supportive environment for professional and personal growth

In a fast-growing and entrepreneurial environment, the skills and attributes that will contribute to success in this role include:

· Organized and process-oriented

· Familiarity with financial operations

· Proficiency in Customer Relationship Management (CRM) software and workflows

· Superior verbal and written communication skills

· Excitement to grow professionally and personally

Job Summary

The Client Service Associate (CSA) is responsible for daily interaction with firm clients for service requests, scheduling, and meeting preparation. The CSA will also assist in administration of operations. The CSA will contribute to the growth of the firm through of support of marketing and business development initiatives. An entrepreneurial spirit is appreciated as the ideal candidate will have an opportunity to refine firm operations to better serve clients. The position offers opportunities for growth within Morton Brown.

Duties and Responsibilities

The Client Service Associate can expect to focus on these areas:

• Delivering superior client service—troubleshoot problems, schedule and organize meetings; serve as liaison between Advisor and client
• Communicating with clients, prospects, and the advisory team verbally and in writing
• Screening and routing telephone calls
• Managing client information—prepare client reports, submit and follow up on necessary paperwork, regularly update CRM and other technology platforms, filing, scanning
• Supporting projects related to client experiences and firm-hosted events
• Managing Office supplies and interacting with vendors

Qualifications

The Client Service Associate position typically requires the following qualifications:

• Minimum associate degree
• 5 years of financial services experience
• Proficiency in Word, Excel, Outlook, CRM software (Salesforce)
• Experience working in a cloud-based environment
• Team player, collaborative, able to work with and through others
• Desire/ability to work successfully in a small company environment

Salary and Benefits

·Base salary range: $55,000-$75,000

·Incentive compensation based on individual and firm performance

·Benefits include 401(k) with matching, profit sharing, dental, vision, health

·24 days paid time off in addition to market holidays

·Life and disability insurance

·Paid parental leave

·Investment management and financial planning for employees

Why join our Morton Brown team:

Our vision is to positively impact the experience people have with money, relationships, and life.

Morton Brown Family Wealth is an Equal Opportunity Employer

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Experience:

• Customer service: 5 years (Preferred)
• Financial services: 5 years (Required)

Ability to Relocate:

• Allentown, PA 18101: Relocate before starting work (Required)

Work Location: In person