Client Services Associate
2 weeks ago
KerberRose Wealth Management is seeking a highly skilled Client Services Associate to join our dynamic team. As a key member of our Wealth Management team, you will play a critical role in delivering exceptional client service and support.
Key Responsibilities:- Manage client calendars and schedules, ensuring seamless communication and coordination.
- Participate in client meetings, providing expert guidance and support to help clients achieve their financial goals.
- Educate clients on the use of online tools and resources, empowering them to take control of their financial well-being.
- Process client account openings, transfers, and closures, maintaining accurate records and ensuring compliance with regulatory requirements.
- Respond to client inquiries and requests in a timely and professional manner, providing exceptional customer service.
- Develop and maintain relationships with professional partners, identifying opportunities to meet client needs and drive business growth.
- Minimum 2 years of experience in Wealth Management or a related field.
- Series 65 license required.
- College education preferred, but not required.
- Proficiency in Microsoft Excel, Word, and Outlook, as well as Adobe.
- CRM database experience a plus.
KerberRose Wealth Management is committed to creating a supportive and inclusive work environment that fosters professional growth and development. Our core values drive our culture:
- Honesty
- Integrity
- Respect
- Balance
- Community
- Mentorship and talent development opportunities.
- Continuing professional education.
- Financial incentives and exam fees reimbursed for passing industry-recognized certifications.
- Paid time off and holidays.
- Employer-matched 401(k) and profit-sharing plan.
- Health, dental, vision, and life insurance.
- Flexible spending account and section 125 plan.
- Health care reimbursement account.
- Short-term and long-term disability.
- Wellness reimbursement and programs.
- Student loan repayment program.
- Business development incentives.
KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 200 Firms.
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