Business Development Associate
1 week ago
RK Partners is seeking a highly skilled Senior Client Service Associate to join our dynamic team. This role will be responsible for delivering exceptional client service and supporting the firm's clients and Wealth Advisors with administrative and operational assistance.
About the Role
This is an exciting opportunity for a results-driven individual to play a key role in client onboarding, day-to-day service needs, and ensuring top-tier support. The successful candidate will possess excellent communication, organization, and prioritization skills, with a keen eye for detail when maintaining client data and preparing reports.
Key Responsibilities
Support client meetings by preparing reports and maintaining client files and documentation
Proactively maintain regular client contact through the CRM system and manage day-to-day client needs
Lead the onboarding process for new clients to ensure a smooth experience
Assist the operations team with quarterly billing and administrative processes
Utilize the CRM system to help balance workload across multiple clients and keep client information accurate and up-to-date
The ideal candidate will have a Bachelor's degree in finance or a business-related field, 5+ years of experience in a client service role, preferably within financial services, and a Series 65 license. Experience working with CRM systems (Salesforce preferred) is also essential. We offer a competitive salary of approximately $80,000 - $100,000 per annum, commensurate with experience.
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