Client Experience Coordinator
3 weeks ago
About Us
At Abacus Wealth Partners, we're committed to delivering innovative financial solutions that empower individuals to achieve their goals. As a Client Services Associate, you'll play a vital role in shaping our clients' financial futures.
Compensation: $65,000 - $70,000 per year
Job Summary
This position involves working closely with our financial advisors to ensure a seamless client experience. Key responsibilities include processing account paperwork, communicating with clients, and maintaining accurate records.
Key Responsibilities:
- Process client account documents promptly and accurately
- Cultivate strong relationships with clients through clear and empathetic communication
- Maintain organized and up-to-date client files
- Collaborate with the CSA team to optimize workflow and resolve issues efficiently
Requirements:
- Proven experience in a customer-facing role (at least 2 years)
- Exceptional communication and interpersonal skills
- Ability to pass the Series 65 exam (we provide training and support)
- Familiarity with cloud-based tools and technology
What We Offer:
- Flexible work arrangements to suit your needs
- A supportive work environment that fosters growth and development
- Ongoing training and professional development opportunities
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