Overview
We are seeking a dedicated Client Service Associate to join our Mindham Wealth Advisory team. Mindham Wealth Advisory is a growing wealth management firm that provides financial planning and investment management services inside Richland County Bank. Mindham Wealth Advisory relies on strong relationship building, industry knowledge, and personalized financial solutions to help clients build and protect wealth. The Client Service Associate plays a central role in building client trust and keeping workflows on track.
Responsibilities
- Act as a point of contact for client inquiries
- Prepare and process new account paperwork, transfers, and account maintenance
- Manage service requests to completion
- Manage advisor calendar and client review scheduling
- Prepare review packets and agendas
- Log all activity in CRM for compliance and collaboration
- Gather and input initial data for client financial plans
Qualifications
- 2+ years client service/operations (financial services preferred)
- Proficiency in Microsoft Office and CRM software
- Experience with either LPL platforms or in a wealth management office strongly preferred
- Associate degree in Business Management or Finance
Join us as a Client Service Associate and become an integral part of a team committed to delivering outstanding service. You are encouraged to apply if you are someone with office administration or operational experience who knows how to take ownership of a task with minimal supervision. An ideal candidate is someone who learns quickly, prioritizes tasks and time management, and who provides a great experience for customers. You will enjoy working in this roll if you like building relationships with customers as well as managing the back-office processing of customer needs.
Pay: $21.00 - $25.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
