Client Service Associate

3 months ago

Lake Oswego, United States Delap LLP Full time

Do you want to join a winning team? Delap LLP, one of Oregons largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and confidence to client decisions. Delap Wealth Advisory was recently named as a top 10 fastest growing firms in America. Opportunity abounds

The Client Service Associate is responsible for new wealth management client onboarding, preparing client reports and for maintaining contact with clients to provide or obtain updated information, schedule meetings with teammates, troubleshoot problems, and proactive communication with the custodian. This team member will regularly be the firms conduit of our genuine care for the comfort of our clients. Ultimately, the anticipatory service provided by this role delivers a differentiated client experience.

Delap Core Values:

Engagement– Bring energy, excitement, and positivity to the job. Commit to high levels of quality and client service. Be willing to go above and beyond.

Teamwork– Take time to teach, encourage, and support others. Effectively communicate and actively collaborate. Focus on team success.

Adaptability– Seek opportunities to learn and continually improve. Request feedback and use it to grow. Adjust to challenges to necessary changes with flexibility.

Delap Wealth Advisory Culture:

  • We do only first-class business and only in a first-class way.
  • We take a long view of relationships because we are in the relationship business.
  • We are all different, we recognize that, and we win.
  • We celebrate the good times.
  • We do it for the team and for the client.
  • We play to win and have fun.

Duties and Responsibilities:

  • The Client Service Associate can expect to focus on the following areas:
  • New client onboarding facilitator.
  • Proactively communicate with clients and their advisors, verbally and in writing.
  • Frequent custodian communication via phone and email.
  • Deliver anticipatory client service—troubleshoot problems, schedule, and organize meetings; serve as liaison between advisors, custodian and clients as needed.
  • Manage client information—prepare client reports, submit, and follow up on necessary paperwork, project management, and regularly update CRM.
  • Establish new client portals and mobile application setup.
  • Client specific special projects to help deliver more predictable and profitable financial decisions.

Qualifications:

The Client Service Coordinator position typically requires the following qualifications:

  • Client first attitude.
  • 2-5 years of prior service leadership experience with investment advisory firm or professional service firm.
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM software [Redtail].
  • Must be passionate, organized, detail-oriented and able to multitask.
  • Solid written and verbal communication skills.
  • Team player, collaborative, able to work with and through others.
  • Minimum Associate’s Degree.
  • Desire/ability to work successfully in a small company environment.

Benefits & Compensation

  • The firm offers a competitive compensation and benefit package that includes four weeks of PTO and a phenomenal 401(k)/Profit Sharing Plan.
  • Positive emphasis on health & wellness. Frequent Wellness Challenges.
  • Professional Development – we have an established Coaching program, leadership training to assist employees in finding and cultivating their passion at Delap.

EEO Statement:

Delap LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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