Client Service Associate

Tempus is a financial advisory firm offering Strategic Seasonal Planning and Active Asset Management solutions. Our philosophy is that all clients deserve objective advice, world-class service, and access to best-in-class technology at a fair, flexible, and transparent price.

We are for looking someone to join our team full time to help with client service, as well as assist with projects. This is a support position, and for those individuals looking to take on a higher level of responsibility, there is the opportunity for advancement and specialization as the firm continues to grow.

The ideal candidate is someone who enjoys customer service and helping others, has very strong attention to detail, and is eager to help tackle new initiatives. We take pride in providing a highly personalized level of service, so even as an associate you will be a crucial part of the group working closely with clients and the firm’s financial advisor.

Job Description

Under the direction of the Financial Advisor, the Client Service Associate is responsible for ensuring a high level of client service and client satisfaction. Specific duties include, but are not limited to:

• Collaborate with financial advisor to prepare for all client meetings and follow through post meeting with notes and action items
• Process client contribution and distribution requests
• Implement trading requests and portfolio changes per advice of research provider and investment committee
• Cultivate strong relationships with clients through regular communication, reviews of portfolio, and responsiveness to client inquiries and concerns.
• Utilize software programs to prepare comprehensive financial plans, asset allocation plans, insurance and research requests and/or recommendations.
• Support financial advisor in planning and preparation for prospective new client proposals.

Work Responsibilities

• Communicate daily directly with clients over the phone, via email, and in person to help with service requests, answer questions, and problem-solve across a wide variety of financial account types
• Prepare and follow-up on required client paperwork, financial applications, and transactions
• Assist in compiling portfolio reviews for clients
• Help manage and update critical applications including CRM, reporting systems, and websites
• Support our compliance program, assisting with compilation and documentation
• Help work on and take the lead on special projects for the firm
• Grow investment and financial planning knowledge over time

Required

• Bachelor’s Degree
• Previous direct experience within a Financial Advisors office
• Ability to prioritize and quickly switch between different tasks and assignments
• Strong verbal and written communication skills with a confident ability to engage with clients and prospective clients
• Comfortable working in a small office environment and the willingness to take initiative to help the team
• Able to work independently at times
• High level of comfort in learning and using various web-based applications including CRM and financial reporting systems

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Financial planning: 1 year (Required)

Work Location: In person