Job Description: Client Service Associate
We are seeking a Client Service Associate to join our team. As a Client Service Associate, you will assist our group of advisors in servicing clients by gathering important client data, scheduling meetings and developing other outreach initiatives, helping prepare financial plans, developing firm marketing materials, coordinating client events, processing account requests, and other general administrative tasks that provide support to our team. This role has three primary components: (a) onboarding new clients, (b) servicing existing clients, and (c) enhancing the services we offer to continually increase the value we offer clients.
We are looking for a highly organized, detail-oriented person who takes pride in providing highly attentive client service. You should have at least five years of experience in a similar role and be comfortable working with clients to help them establish new accounts, transfer funds, review goals, and ensure progress is continually made and all client needs are met.
We offer a competitive salary and excellent benefits in addition to a flex-work arrangement that allows for maximum productivity and work/life balance.