Client Service Associate

2 months ago


Silver Spring, United States Nifty Advisor Support Full time

This job opportunity is being managed by Nifty Advisor Support on behalf of Blue Summit Wealth Management. All applications and inquiries will be handled through Nifty Advisor Support. Direct emails and messages will not be responded to. This hybrid role is located in San Diego, California. Blue Summit Wealth Management is a family business founded in 1994. Our team is committed to helping align clients’ investments with their values and provide sound financial planning advice. We are a hardworking, family-oriented business and operate with a strong ethic of social and environmental responsibility. We are looking to add a part-time Client Service Associate to join our growing team and increase bandwidth for our business.

Job Responsibilities: Start and manage cases to enact changes and updates to client accounts. Interact directly with clients to inform them of service case updates. Follow up with custodians to ensure timely completion of service requests. Field calls, schedule appointments, and respond to client inquiries with a service-first mindset.

Background Requirements: At least 2 years of experience in the Financial Services industry, preferably in a client-facing wealth management role.

Skills Needed: High attention to detail and professional demeanor. Strong organizational skills and ability to multitask between multiple priorities. Sense of urgency when working on priority items. Advanced problem-solving abilities and a desire to help others. Tactical thinker, problem solver, and resourceful. Strong communication skills and comfort working directly with clients in a friendly and professional manner. Experience working directly with custodial platforms (i.e. Schwab, Fidelity, Pershing, etc.), and working knowledge of client servicing procedures and best practices. Experience working with CRM platforms a plus.

Benefits of Working with Us: Flexible work schedule. Work-from-home environment with minimal in-office requirements. Small, family-oriented firm. SIMPLE IRA with retirement matching. Bonus opportunities for increased compensation based on performance. Alignment with the mission of Socially Responsible Investing and company culture.

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