Job Description

Client Services Associate

Full Time with great Benefits

JOB DESCRIPTION

A customer service-oriented person with the ability to work in a growing, fast-paced office in the wealth management/financial services industry.

Job Duties

• Support the Chief Investment Officer
• Assist Financial Advisors in relationship management, client follow-up, administration and coordination
• Communicate effectively with clients, brokerage firms, and management via telephone and email
• Create reports utilizing a variety of computer software programs
• Process client inquiries, prepare documentation for new client analysis and client file review
• Deposit and transfer funds with brokerage accounts as directed

Job Requirements

Minimum of 2 years experience in customer relations and wealth management

Securities License and/or Health Life License preferred but not required

Solid background with computer software (such as Morningstar, Portfolio analyzer), spreadsheets and documents (Microsoft Office), and databases (such as Sales Force)

Able to quickly learn and adapt to new software and processes

A solid understanding of investment procedures

Effective written and verbal communication skills

Works well in a team environment and with upper management

High level of critical thinking and logical analysis

Good organizational and time management skills

Ability to train staff for future growth and customer success

Always keeps the highest standards of compliance and confidentiality

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