Client Services Associate
1 week ago
You will meticulously manage and organize client documentation within our systems while handling sensitive and confidential information with discretion.
This is an excellent opportunity to develop a strong understanding of the financial world and our unique process.
Key Responsibilities- Preparation of account applications, including new account setup and asset transfers
- Maintenance of regular communication with clients and advisors
- Management and organization of client documentation within our systems
- Handling of sensitive and confidential information
- Bachelor's degree in Finance, Economics, Business, or similar field
- Excellent written and verbal communication skills
- Strong computer skills to navigate the latest financial tools and technology
- A proactive problem-solving approach and ability to seek innovative solutions
- Exceptional organizational skills and attention to detail
- Competitive pay estimated at $55,000 - $65,000 per year
- Employee-Owned (ESOP)
- Flexible working options
- 12 paid holidays and 15 days of PTO to start
- Company-paid STD, LTD, and life insurance
- Medical, dental, and vision plans
- Health savings accounts and flex spending accounts
- FREE financial planning and tax preparation services
- Continuing education funding
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Client Services Associate
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Client Services Associate
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