Client Service Associate

• →Client and Advisor Support: Providing account information to clients and Advisors, and maintaining client relationships
• →Account Management: Ensuring proper account opening procedures and documentation, maintaining client records and files, handling incoming phone calls, scheduling appointments, processing incoming paperwork and deposits
• →Client Interaction: Serving as first point of contact for most clients thus setting the tone of the experience
• →Relationship Cultivation: Cultivating relationships with clients to proactively help resolve issues and concerns
• →Phone Coverage: Providing excellent telephone coverage, handling urgent calls with professionalism and good judgment through to resolution
• →Client Services: Greeting guests and clients, providing exceptional service
• →Process Administration: Manage notes, activities, workflows and reports in our CRM
• →Problem Solving: Solve issues as they come up with the goal of providing excellent client service

• 1 year of financial services experience
• Adept and skilled with technology, 3^rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Organization skills & attention to detail
• Ability to work independently while prioritizing projects and managing your time
• Tech savvy - ability to learn and implement new technology and software quickly
• Ability to communicate well with clients and colleagues and work in a collaborative environment
• Ability to follow office processes and policies related to office operations & client privacy

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.