Job Summary
We are seeking a dedicated, organized, and detail-oriented individual to join our team as a Client Relations Associate. This role serves as a key liaison between our clients and advisors, providing exceptional service and administrative support while helping ensure the smooth operations of our financial advisory practice.
Responsibilities
· Serve as a primary point of contact for client inquiries and communications.
· Build and maintain positive relationships with clients through exceptional service and responsiveness.
· Manage calendars, schedule appointments, and coordinate meetings.
· Answer phone calls and emails in a professional and timely manner.
· Prepare, process, and track client paperwork and documentation.
· Assist clients with account-related inquiries and service requests.
· Maintain accurate client records and support ongoing client communication initiatives.
· Support advisors with administrative projects and follow-up tasks.
· Collaborate with team members to contribute to a positive and productive work environment.
Qualifications
· Associate or bachelor’s degree required, business or finance studies preferred.
· 1-3+ years’ experience in client service, relationship management, executive assistance, or office administration.
· Experience in financial services, insurance, banking, or a professional services environment preferred.
· FINRA Series 6 or Series 7 license is not required but considered a plus.
· Strong written and verbal communication skills.
· Proficiency with Microsoft Office Suite.
· Excellent organizational skills with strong attention to detail.
· Ability to prioritize multiple tasks and work efficiently in a fast-paced environment.
Schedule
· Monday through Friday 9 am - 1 pm.
· Additional hours may be available during peak business periods.
Benefits
· Supportive and team-oriented work environment.
· Opportunity for professional growth within the financial services industry.
Pay: $20.00 - $30.00 per hour
Work Location: In person
