Finance Associate
7 days ago
Are you passionate about helping people, especially during life's pivotal moments? Join the leading investment management company, where client care, ethical integrity, and team collaboration drive everything we do.
Role: Client Relationship Associate
- Pay: $23/hr
- Location: Hybrid (Tues-Thurs in-office, Mon & Fri remote)
- Training Schedule: Mon-Fri, 8:30 am - 5 pm, with full-time attendance required.
What You’ll Do:
As a Client Relationship Associate, you’ll work in the Change of Ownership department, taking inbound calls to assist clients through significant life changes. You’ll guide beneficiaries, handle account updates, secure account assets, and ensure compliance with industry standards. Familiarity with IRA, individual, and trust accounts will be crucial, as well as your ability to deliver empathetic, clear, and knowledgeable support.
Key Skills We’re Looking For:
- Passion for client service and a patient, caring demeanor.
- Exceptional verbal and written communication skills.
- Detail-oriented with strong multitasking and organizational skills.
- A quick learner with a commitment to continuous improvement.
- Ability to adapt in a dynamic environment and meet performance metrics.
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