Client Services Associate

4 weeks ago


Lagrange, United States Bison Wealth Llc Full time

This is an entry-level, onsite position in the financial services industry.

Responsibilities:

  • Providing high level of client service to the firm's financial advisors and clients
  • Coordinating and preparing materials for client visits and periodic client account/performance reviews
  • Completing appropriate client paperwork, maintaining appropriate records, entering security transactions, and preparing client reports
  • Working with Compliance and Operations personnel, including special projects
  • Other office duties including answering phone, greeting guests, keeping office/conference rooms and kitchen in order

The individual should demonstrate the following:

  • BA/BS degree preferred
  • Ability to prioritize work activities and multi-task, efficient time management is a must
  • Must maintain client confidentiality; demonstrate integrity and code of ethics
  • Must be courteous, professional, outgoing, motivated and customer service oriented
  • Ability to analyze complex or diverse information, use intuition and experience to respond to inquiries, exhibit sound and accurate judgment in a fast-paced environment
  • Must maintain attention to detail, complete administrative tasks correctly, accurately, thoroughly and on time
  • Adaptability and flexibility, adapting to changes in the work environment, able to shift priorities and deal with unexpected events
  • Punctuality/Dependability - consistently at work and on time
  • Computer Skills: Microsoft Office - Word, Excel and PowerPoint, Outlook
  • Client Data Interface systems including Redtail (CRM) preferred but not required

Benefits:

  • PTO, including all stock market holidays
  • Health/Dental Insurance
  • 401(k)

by Jobble



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