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Client Services Associate

1 month ago

Boca Raton, United States Boutique Recruiting Full time

A well-established wealth management firm in Boca Raton, FL is in search of a Client Services Associate to support their financial advisory team This important position plays a vital role in enhancing the client experience at the firm by providing administrative and operational support to three wealth advisors and delivering exceptional client service. You need to have 1 year of professional experience in a related industry, have a series 65 or 66 license (or be able to pass the test) and exposure to CRM systems.

You will be working in a fast-paced, team-oriented and professional environment that embraces a culture of support for clients, the community and one another. The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more

Client Services Associate Requirements Bachelor's degree Minimum of 1 year of professional experience or relevant internship experience Series 65 or 66 certification is not required initially but must be obtained Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint Experience with CRM systems, preferably Salesforce Excellent organizational and communication skills Detail-oriented and able to handle high volumes of client interactions Prior experience in the financial services industry or individual wealth management is preferred

Client Services Associate Responsibilities Collect and manage required documents for onboarding Assist with client follow-up, including calls and inquiries Respond to client requests, inquiries, and transactions Coordinate and schedule meetings between Wealth Advisors and clients as needed Prepare reports, marketing materials, and other documents for client meetings Perform data entry, filing, and other administrative tasks to support the Wealth Advisors Utilize Excel, Word, Outlook, and PowerPoint for various tasks Maintain accuracy and attention to detail while managing high-volume client interactions Provide exceptional client service by ensuring timely and accurate responses to client inquiries Collaborate with the Wealth Advisors and support staff to deliver optimal client experiences

Benefits 100% medical insurance coverage Dental and Vision insurance 401k with 3% match 10 days PTO 5 days PSL 11 paid holidays Bonus potential Growth opportunities Flexible hybrid schedule Friendly work environment

To learn more about this position, submit your application today

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