Job description

Client Service Associate

Seeking an experienced detail-oriented Client Service Associate to join our firm and deliver exceptional service to our national client base. The successful candidate will work closely with our experienced financial advisor professionals to help clients reach their financial goals. The Client Service Associate will be responsible for providing administrative and operational support to a small team of financial advisors while building & maintaining professional relationships with our clients.

The ideal candidate:

· someone who has worked in the financial advisory industry with good analytical, verbal & written communication skills.

· make a significant contribution to the team without the typical pressure from sales or prospecting activities. The Client Service Associate will assist the team in many areas of our financial planning practices, including preparing new account and service paperwork, managing multiple cloud-based computer systems

· Facilitating and resolving client service requests, and completing other administrative tasks as assigned.

· Attention to detail is particularly important in this role.

RESPONSIBILITIES include:

· Assist financial advisors with daily activities, including preparing and tracking paperwork.

· Interact with clients over the phone and by email

· Prepare and review new account paperwork Facilitate and resolve client service issues

· Apply a working knowledge of operations/client-service processes

· Work independently (remote), effectively, efficiently, and with minimal supervision

· Handle confidential and/or sensitive information responsibly

· Adhere strictly to compliance standards around obtaining & maintaining documentation Perform other duties as assigned

REQUIRED EXPERIENCE / SKILLS

· Able to maintain confidentiality in accordance with Client's Code of Conduct

· Must be detail-oriented, organized, and able to work independently and efficiently

· Must be committed to providing excellent customer service

· Must have a high degree of comfort managing multiple tasks simultaneously

· Must have strong character and a positive attitude

· Must be proficient in Microsoft Office, Google Docs & Sheets

· Must have experience working with CRMs

PREFERRED EXPERIENCE

· Bachelor’s degree in finance, business, or financial services

· 3-5 years’ experience in a similar role for a financial advisory firm

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Celebration, FL 34747: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 2 years (Preferred)

Work Location: One location

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