Client Relationship Associate
7 days ago
Client Relationship Associate
Arbor Avenue Private Wealth & Partners is looking for a candidate who is dedicated,
and self-driven person to add to our team. This position is a full-time, in-person position.
Candidate will collaborate with Financial Advisors and team members to help deliver
exceptional client service to our clients. This role also has some administrative duties.
Responsibilities:
- Client Support for Financial Advisors
- New Account Opening/Account Maintenance
- Maintaining the Front Desk
- Processing incoming and outgoing mail
- Implement and Maintain Client Files
- Office Maintenance
- Assist with client event planning and Advertising
Qualifications:
- At least 2 years experience in the Financial Industry preferred but not mandatory
- Have excellent time management skills and prioritization
- Have good communication skills across email, phone, video calls, and in person
- Can work independently and with the team
- Be able to work in a fast pace environment
Benefits:
- Health, Dental, and Vision
- Paid Time Off
- Holiday Paid Time Off
- Bonus Pay Opportunities
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