Client Services Associate
1 month ago
A&M Supply is seeking a highly skilled Client Services Associate to join our team. As a key member of our client support team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.
Key Responsibilities:
- Client onboarding and administrative support
- Strategic issue resolution and communication with clients and internal departments
- Collaboration with custodial referral partners and internal teams
- Proactive communication and relationship building with clients
- Assistance with client meetings and account transactions
Requirements:
- Bachelor's degree in finance or a related field
- Previous experience in a client service role, preferably in a financial services or investment advisory firm
- Proficiency in financial software and systems, with a strong ability to learn and adapt to new technologies
- Excellent organizational, communication, and interpersonal skills
- A strong commitment to client confidentiality and ethical conduct
What We Offer:
- A competitive salary range of $85,000-$95,000
- Incentive compensation based on individual and firm performance
- A comprehensive benefits package, including 401(k) with matching, profit sharing, dental, vision, and health insurance
- 24 days paid time off, plus market holidays
- Life and disability insurance, paid parental leave, and investment management and financial planning for employees
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