Client Support Coordinator

1 week ago


Ridgeland, South Carolina, United States Dividend Assets Capital Full time
Job Overview

About Dividend Assets Capital, LLC

Dividend Assets Capital, LLC (DAC) is a fully employee-owned boutique firm specializing in wealth and asset management, dedicated to serving a diverse clientele including families, individuals, institutions, and investment advisors. With a legacy of over 40 years in successful dividend growth investing, we are committed to delivering personalized investment strategies and comprehensive wealth management services. Our mission is to provide clarity, simplicity, and dedication to our clients, assisting them in achieving their financial aspirations while preserving what is important to them and their communities.

Position Summary: The Client Services Associate plays a vital role in enhancing client satisfaction through effective support in client services, office administration, and collaboration with portfolio managers.

Key Responsibilities:

  1. Manage account administration requests from clients and portfolio managers, addressing inquiries and ensuring that all necessary information and documentation are accurate and current.
  2. Prepare and verify account-related paperwork, maintain client account information, and organize, scan, and preserve all client files.
  3. Evaluate daily operations for opportunities for improvement and assist in organizing client events and seminars.
  4. Provide telephone support, arrange business travel, coordinate client meetings, and maintain files and calendars regularly.
  5. Perform additional tasks as assigned.

Required Qualifications:

Education: A Bachelor's Degree in business, marketing, finance, or a related field from an accredited institution is required. A Series 65 license is mandatory or must be obtained within 90 days of employment.

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

Core Competencies: Candidates should demonstrate strong analytical skills, problem-solving abilities, innovative thinking, business acumen, effective written and verbal communication, integrity, client focus, attention to detail, initiative, organizational skills, time management, a commitment to lifelong learning, teamwork, flexibility, and a professional demeanor.

Core Values: The ideal candidate will embody DAC's core values: Expertise, Commitment to Excellence, Integrity and Humility in Service, and Authenticity.



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