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Client Relations Specialist

2 months ago

Ridgeland, South Carolina, United States DIVIDEND ASSETS CAPITAL, LLC Full time

About Dividend Assets Capital, LLC

Dividend Assets Capital, LLC (DAC) is a fully employee-owned boutique wealth and asset management firm located in South Carolina's Lowcountry. As one of the leading Registered Investment Advisors in the region, we offer extensive wealth management services and tailor investment strategies for affluent families, individuals, institutions, and financial advisors. With over 40 years of experience in successful dividend growth investing, our dedicated and diverse team is committed to providing clarity, simplicity, and dedication to our clients, assisting them in establishing and achieving their financial objectives to safeguard what is significant to them, their families, and their communities. Our mission is to deliver peace, comfort, and security to our clients through straightforward access to wealth services.

Position Overview: This role involves supporting client services, managing office tasks, and assisting portfolio managers to ensure an exceptional client experience.

Key Responsibilities:

  1. Handle account administration requests from clients and portfolio managers, address inquiries, and offer guidance to ensure that essential information and documentation are current and accurate.
  2. Prepare account documentation and confirm account maintenance items, maintain account records, organize, scan, and manage all client files, assess daily operations for continuous enhancement, and coordinate client events/seminars.
  3. Provide telephone support, arrange business travel, coordinate client meetings, and perform regular file and calendar upkeep.
  4. Complete other tasks as assigned.

Required Qualifications:

Education: A Bachelor's Degree in business, marketing, finance, or a related field from an accredited four-year college or university is required, along with a Series 65 license, which must be obtained within 90 days of employment.

Experience: A minimum of five years of relevant client services experience is required. Proficiency in Microsoft Office, particularly Word and Excel, is essential.

Core Competencies: Strong analytical skills, problem-solving abilities, innovative thinking, business acumen, excellent written and verbal communication skills, integrity, client-focused approach, attention to detail, initiative, organizational skills, time management, commitment to lifelong learning, teamwork, flexibility, and professional demeanor.

Exemplifying DAC's Core Values: Knowledge, Commitment to Excellence, Service with Integrity and Humility, Authenticity and Transparency.