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Client Services Associate

1 month ago

Towson, Maryland, United States who... a staffing company Full time
Client Service Associate

We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Who Staffing. As a Client Service Associate, you will play a critical role in supporting our Advisors and creating an exceptional customer experience for our clients.

Key Responsibilities:
  • Assist Advisors in client meetings, building financial plans, and implementing proposed strategies.
  • Enter client data into financial planning software programs and spreadsheets.
  • Generate financial analyses and financial plans for clients and coordinate with Advisor.
  • Develop a close, long-term relationship with clients to understand their current circumstances and future needs or wishes.
  • Aid in review preparation and presentation of financial strategies designed to help clients pursue their long-term goals.
  • Attend client meetings, as needed, in a technical, supporting, and learning role.
  • Mentor and teach team members related to financial planning agreement process and software.
Requirements:
  • Knowledge of Financial Advisor office tools (i.e. Orion, Salesforce, etc.) preferred.
  • Knowledge of Microsoft Office, including Word, Excel, and Outlook required.
  • Excellent interpersonal & communication skills.
  • Excellent attitude and an extraordinary client service orientation.
  • A genuine interest in serving and caring for other people.
  • Excellent organizational and time management skills.
  • Ability to handle multiple tasks with precision.
  • Analytical and research skills.
  • Ability to troubleshoot and problem solve.
  • Desire to provide the highest quality of service.
  • High level of attention to detail.
Preferred Education and Experience:
  • Bachelor's degree in business administration, accounting, finance, or similar field preferred or commensurate career experience.
  • Experience working in a professional office environment preferred.
  • 2+ years of experience in the financial industry preferred.