Our firm is looking for a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. They will provide financial planning and relationship management to the firm's small to mid-size clients. This will allow the Wealth Advisor to focus on the more complex client situations. Candidate must be a high-energy person.
Essential Job Functions
- Provide positive and professional service to the client base assigned.
- Handle all communication with the client base including phone calls, emails, and meetings.
- Attend all client meetings and be responsible for all follow-up activities.
- Build and maintain a relationship with the client base with the main focus on service and operations.
- Assist in developing annual client review materials.
- Assist the Wealth Advisor as requested.
- Interact with the firm’s operations team on all planning and follow up.
- Develop and maintain written systems of all activities.
- Attend all training and information sharing meetings scheduled for the operations team.
- Maintain all continuing education requirements of a wealth advisor plus required training elements.
- Attend all firm client events.
- Other duties as assigned.
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Physical Setting:
Education:
Experience:
- Financial planning: 1 year (Preferred)
License/Certification:
- CFP (Preferred)
- Series 65 (Preferred)
Work Location: In person
