Client Services Associate

Our client is looking for a Client Services Associate to join their growing team! This individual will play a key role in supporting clients and ensuring exceptional service delivery. This position involves working closely with advisors to facilitate client onboarding, maintain client accounts, and provide high-quality service. The ideal candidate will be detail-oriented, organized, and dedicated to enhancing the client experience.

Key Responsibilities:

• Work with the wealth advisor to service clients and facilitate the onboarding of new client relationships which encompasses the following:
• Gather and organize client financial information from statements, tax returns, insurance policies, and other documents. Thereafter, input the data into appropriate software in preparation for client meetings.
• Onboard new clients by preparing new account paperwork, obtaining client signatures, and working with our custodian (Schwab) to set up accounts, manage the transfer of assets, and implement portfolio recommendations.
• Serve existing clients through processing client requests, preparing items for client meetings, and following up on action items after client meetings.
• Gain knowledge of financial custodian processes (Schwab).
• Act as the first point of contact for client inquiries, providing prompt and professional responses.
• Schedule and coordinate client meetings, including preparation of meeting materials.
• Adhere to firm processes and procedures and actively look for opportunities to implement improvements.
• Maintain accurate client records and ensure compliance with regulatory requirements.
• Maintain CRM to ensure data is accurate and up to date.
• Continue to expand knowledge across all departments of financial planning, including taxes, investments, education planning, insurance, retirement plans, and estate planning.
• Provide administrative support including managing correspondence and other organizational tasks.

Qualifications:

• 2 years of experience in a client service role, preferably in a financial services or wealth management environment.
• 4 year college degree
• Self-motivated and self-driven personality and work ethic
• Detail-oriented with strong organizational abilities.
• Ability to work in a fast-paced environment and organize workflow.
• Commitment to providing high-quality client service.
• Excellent communication and interpersonal skills.
• Strong work ethic and positive attitude.
• Proficient in Microsoft Office Suite.

Benefits:

• Competitive salary based on experience.
• Multiple bonus opportunities.
• 100% employer paid health insurance.
• Paid time off, increasing with each year of service.
• Paid holidays.
• Hybrid work schedule after orientation period.
• 401(k) with employer match.
• Employer contribution to health savings account.
• Internet and mobile phone allowance.
• Professional development and career growth opportunities.