Client Service Associate
4 weeks ago
Delap LLP: A Leader in Financial Services
We are seeking a highly skilled Client Service Associate to join our team at Delap LLP, a top-rated CPA firm and investment advisory firm. As a Client Service Associate, you will be responsible for new wealth management client onboarding, preparing client reports, and maintaining contact with clients to provide or obtain updated information, schedule meetings with teammates, troubleshoot problems, and proactive communication with the custodian.
Key Responsibilities:
- New client onboarding facilitator
- Proactively communicate with clients and their advisors, verbally and in writing
- Frequent custodian communication via phone and email
- Deliver anticipatory client service—troubleshoot problems, schedule, and organize meetings; serve as liaison between advisors, custodian and clients as needed
- Manage client information—prepare client reports, submit, and follow up on necessary paperwork, project management, and regularly update CRM
- Establish new client portals and mobile application setup
- Client specific special projects to help deliver more predictable and profitable financial decisions
Qualifications:
- Client first attitude
- 2-5 years of prior service leadership experience with investment advisory firm or professional service firm
- Proficiency in Word, Excel, PowerPoint, Outlook, CRM software [Redtail]
- Must be passionate, organized, detail-oriented and able to multitask
- Solid written and verbal communication skills
- Team player, collaborative, able to work with and through others
- Minimum Associate's Degree
- Desire/ability to work successfully in a small company environment
Benefits & Compensation:
- The firm offers a competitive compensation and benefit package that includes four weeks of PTO and a phenomenal 401(k)/Profit Sharing Plan
- Positive emphasis on health & wellness. Frequent Wellness Challenges
- Professional Development – we have an established Coaching program, leadership training to assist employees in finding and cultivating their passion at Delap
EEO Statement:
Delap LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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