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Client Service Associate

2 months ago

Hermitage, United States Group Management Services Full time

(Registered) Client Service AssociateHermitage, PAThe Wealth Advisory Group of DiLauro Wracher & Thomas is currently seeking a full-time, customer-focused (Registered) Client Service Associate in Hermitage, Pennsylvania. In this role you will act as a liaison between financial advisors, clients, and vendors by performing routine administrative and operational procedures. What the Wealth Advisory Group can offer YOU: Health InsuranceDental Insurance Paid Time OffPaid holidays401KPay: Starting at $45,000, based on experience, plus bonuses The right candidate will have: 3-5 years administrative experience preferred Series 7 License preferred High School Diploma or GED (or equivalent)Ability to occasionally travel, if necessary, overnight stays possible Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents and effectively present information to management, public groups, and/or board of directorsAbility to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community while communicating clearly and effectively both written and orally.Proficient in personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc. This role requires an above-average knowledge of Microsoft Office.Physical Requirements: Ability to remain stationary 90 percent of the time, with occasional movement throughout the office. This position also requires regular lifting and/or moving up to 15-25 pounds.What does a (Registered) Client Service Associate do? Provides office support including answering telephones, assisting visitors, and resolving and/or referring problems or inquiries. Prepares reports by gathering and analyzing data. Transcribes and prepares, processes, and follows up on documents to assist with servicing clients and prospects. Ensures required client paperwork is current with firm and industry requirements, rules, and regulationsOperates standard office equipment and uses required software applications. Communicates with outside business professionals upon client request with compliance approved documentation. Establishes, maintains, and updates files, databases, records and/or other documents. Follows the WAGDWT Policies and Procedures per the Uniform Administrative Guide. Follows appropriate back up procedures as stated in the Uniform Administrative Guide to any associate that may be out of the office. If you are interested in joining our team, please submit a current resume today