Client Service Assistant

Overview

An individual in the Client Service Associate role will be primarily responsible for supporting our Director of Personnel & Development through the execution of administrative tasks and management of client communication.

This position involves working with Director of Personnel & Development and Advisors to handle incoming client requests, process documents necessary for the management of investment accounts, coordinating client service needs with team members, and proactively reaching out to clients to forge relationships.

A qualified applicant must have exceptional interpersonal skills alongside strong verbal and written communication abilities. They must be organized, deadline driven, and technologically adept to efficiently navigate the administrative requirements of the role. Finally, this individual must be reliable, goal-oriented, and able to work well in a self-directed and collaborative environment.

Responsibilities

• Handle all requests from clients pertaining to account administration
• Conduct outreach to establish and maintain good rapport with clients
• Prepare all account paperwork and check pending account maintenance items
• Maintain current client information in all existing databases (CRM)
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, and file & calendar maintenance
• Continue to develop technical knowledge and expertise
• Continually evaluate day to day activities for process improvement opportunities
• Document client interactions when necessary, compiling documents and forwarding information to interested parties
• Perform other ad-hoc duties as assigned by Financial Advisors

Skills

• Organized with strong attention to detail
• Excellent verbal and written communication skills
• Strong analytical and interpersonal skills
• Ability to explain complex concepts in a clear, simple manner to clients
• Passionate about working with a team and helping others
• Ability to juggle multiple projects simultaneously
• Ability to learn new concepts and software systems quickly
• Intermediate to advanced knowledge of Microsoft office
• Experience with CRM systems

Pay: $40,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Experience:

• Administrative or Office : 1 year (Required)

Work Location: In person