What are the responsibilities and job description for the Client Service Associate - advisory growth path position at Robert Half?
For faster consideration, please view my Linkedin under Charles O'Brien and send me your resume.
Our client is an employee owned fee only wealth management firm that has a phenomenal track record of servicing their clients in the 40 years since their inception.
Company features
- Competitive base salary and quarterly bonuses
- Generous paid time off (vacation, sick leave, holidays, etc.)
- Comprehensive benefits package: medical, dental and vision Insurance (long-term disability and life insurance optional)
- 401(k) plan with guaranteed profit-sharing (after one year of employment)
- Opportunity for career growth
- Fun and energetic work culture
Specific Responsibilities include:
• Collaborating with financial advisors to ensure successful onboarding of new clients
• Scheduling and managing client and prospect calls and meetings, including preparation and follow up
• Updating CRM and related applications to ensure accuracy of all relevant client and prospect information
• Participating in client meetings alongside a financial advisor
• Completing various client service tasks, such as gathering financial planning data, opening and maintaining accounts, answering questions, etc.
• Participating and collaborating in staff meetings
• Perform additional related duties, as requested
Salary : $65,000 - $75,000
