Client Associate jobs in State College, PA

Client Concierge / Operations Associate

Position Summary

At Kooman & Associates, we commit our energies, intellect and experience to helping our clients achieve their financial goals. Our team strives to provide the highest possible level of service in delivering comprehensive financial advice and high-quality investment alternatives. As the first and last person clients see when they are in the office and the first person to answer the phone, our Client Concierge and Operations Associate is instrumental in making sure clients have a positive experience.

As the Client Concierge and Operations Associate, you will use skills obtained through training and experience to provide a wide variety of administrative and support services to our clients and staff. You will play an important role in setting the tone for the firm and strengthening client relationships because you will be the first person clients reach when they call and visit the firm. Your duties as Client Concierge will require you to make sure clients feel comfortable and maintain the appearance of the office. As Operations Associate, you will be supervised by the Director of Operations and responsible for managing the office calendar, handling incoming securities, updating our client database, and assisting the operations team with various other tasks.

Kooman & Associates is an independent Registered Investor Advisor.

Primary Job Duties and Responsibilities

· Maintain the highest level of personal integrity and put client needs first

· Prepare the office for opening/closing each day

· Maintain the appearance of the office and cleanliness of the reception area and conference rooms

· Greet clients and vendors in a personable and professional manner upon their arrival in the office

· Assume primary responsibility for answering incoming telephone calls, assisting clients when possible and referring them to other associates as appropriate

· Serve as a liaison between clients/vendors and the Kooman & Associates team, identifying apparent needs and communicating them to the appropriate team member

· Manage the office calendar, including scheduling and coordination of meetings and events

· Manage the travel schedule of financial advisors, with strong attention to detail

· Assist the marketing team with client event communications and planning

· Purchase all office supplies and materials

· Coordinate services required by the office, such as utilities, HVAC, locksmith, etc.

· Establish, maintain and update client records in CRM and other systems

· Operate standard office equipment and use required software applications

· Sort, screen and distribute mail

· Receive and process securities and client deposits

· Assist the operations team with paperwork and other tasks under the supervision of the Director of Operations

Knowledge/Requirements

· Bachelor’s degree strongly preferred

· 3-5 years administrative experience

· Proficiency in Microsoft Office, including Outlook

· Comfort with technology and ability to learn and utilize multiple software systems

· High level of integrity and ability to maintain client and firm confidentiality

· Ability to maintain a professional image

Working Conditions

· Climate controlled office environment during normal business hours

Benefits

At Kooman & Associates, we understand our employees work hard and we offer an outstanding benefit program to help you achieve a successful work-life balance. Our continued success depends on a diverse group of professionals working together towards common goals, while also striving for independence, innovation, intelligence and integrity. We foster a friendly work environment where all associates are on a first-name basis with one another and enjoy company events together. Senior management is uniquely accessible and you will benefit from a supportive family atmosphere where time and resources are dedicated to your personal growth and development.

Additional benefits include:

· Semi-annual incentive compensation program and annual bonus potential

· Health insurance (including partial coverage of annual deductible)

· Dental and vision insurance

· 401(k) retirement plan with employer match

· Life insurance coverage

· Long-term disability insurance

· Paid vacation and holidays

· Learning and development stipend

· Opportunity for growth and advancement within the firm

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Microsoft Office: 3 years (Preferred)
• Customer Service: 3 years (Preferred)

Work Location: In person