Client Service Associate
2 days ago
We are seeking a highly skilled Client Service Associate to join our team at Wealth With No Regrets. This role is responsible for providing exceptional client service and ensuring that client priorities are executed accurately.
Key Responsibilities:- Perform operational or administrative functions for client-related requests.
- Research client and security information through the back-office system.
- Complete and process paperwork for new and existing clients.
- Maintain existing client relationships through the processing of client requests and resolving client inquiries.
- Prepare and review all new account paperwork to ensure documents are complete and in good order.
- Follow all established audit and compliance procedures.
- Consistently document client service interactions into the CRM tool.
- Work with the advisory team to capture and document important actions and ensure they are completed in a timely manner.
- Provide client and administrative support to multiple financial advisors.
- 2-5 years of experience in Financial Services.
- Bachelor's degree in finance or a related field.
- Experience using Customer Relationship Management software.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Paid Time Off (PTO): 10 days per calendar year.
- Pay Increases: Increased pay and inflation adjustments annually.
- Holidays: Regular full-time employees are entitled to 10 paid holidays each year.
- Health Benefits: Health plan available.
- Retirement: 3% contribution to 401k.
- Fringe Benefits: Lunch catered out each day at the office.
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