Client Service Associate

3 days ago

Lexington, United States Wingate Wealth Advisors, Inc. Full time

We are looking for an experienced, detail-oriented, and proficient Client Service Associate to serve as the primary client service and support role for Senior Partners and one or more Client Relationship Teams. The ideal candidate must bring 2-6 years’ experience providing administrative support in the wealth management or financial advisor industry. This position will be an integral part of a small, but dynamic group of professionals providing optimal service to our clients.

 

Wingate has been named to CNBC’s “Financial Advisor 100” List for each of the past two years. You have the opportunity to be part of this exceptional organization as a Client Service Associate.

  

Primary Responsibilities

 

  • Providing frequent and comprehensive support for a broad base of Wingate’s clients and professional staff. This includes and is not limited to:

a. Initial client contact, needs assessment, and processing of client requests

b. New client account management and onboarding

c. Daily handling of frequent confidential financial transactions including wire transfers, check deposits, and

other money movement

d. Providing the timely and professional handling of client calls and email

e. Review and preparation of client and regulatory documentation

f. Monitoring and responding to daily financial alerts

g. Coordinating efforts with clients to ensure links to external financial accounts are accurately functioning

  • Providing the logistical, organizational and hospitality coordination for client visits, meetings, and meals
  • Managing the day-to-day schedules and calendars for multiple team members
  • Independently addressing client questions or issues related to Wingate’s various secure portals
  • Organization, prioritization, and sequencing of daily tasks for multiple team members
  • Manage the high volume of coordination of paperwork and tasks

 

Required Skills and Experience

 

  • Bachelor’s degree preferred and a minimum of 2-3 years’ administrative support experience in a financial services environment (Wealth Management industry experience is strongly preferred)
  • Proven, verifiable proficiency to effectively communicate verbally and in writing with clients, external professionals, and internal staff
  • Proven ability to manage conflicting priorities and organize a high volume of day-to-day work
  • Proven experience with the handling of confidential and time-sensitive documents and data
  • Minimum intermediate level of experience with Microsoft Excel and rest of Microsoft suite, client relationship management (CRM) software, and general technological aptitude
  • Our office currently maintains a 9am to 5pm hybrid in-office and remote work schedule. This position requires flexibility and a willingness to be physically present in the Wingate office if needed to attend in-person client meetings.


The position offers a competitive salary and a comprehensive benefits package including health insurance with a health savings account option, company paid life insurance, short-term disability, long-term disability, dental, vision, 401(k) plan with a company match and a generous paid time off plan.

 

About Wingate

 

Wingate Wealth Advisors, LLC is an independent wealth management firm, located in Lexington, MA, specializing in financial planning and investment management dedicated to serving the personal financial needs of individuals and families. Since 1986, we have been providing financial guidance that is objective, individualized and timely. Our integrated approach begins with financial planning to ensure investment plans are aligned with client specific needs, goals, and circumstances.


Wingate is a fee-only firm and a registered investment advisor with the SEC.  Our culture is relaxed and friendly but professional, extremely client centric, fast paced and collaborative. We are dedicated to continuous improvement of both our people and processes.

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