Client Service Associate
1 week ago
A dynamic wealth management firm, Jacob William Advisory seeks an experienced and detail-oriented individual to join their team as a Client Service Associate. This pivotal role plays a crucial part in supporting Advisors and delivering exceptional customer experiences for clients. With a strong focus on clarity and understanding, our goal is to create financial independence for clients and our team members.
Key Responsibilities
- Assist Advisors in client meetings, building financial plans, and implementing proposed strategies.
- Service clients from inquiry to account maintenance, managing multiple tasks while maintaining professional poise.
- Develop long-term relationships with clients, coordinating with Advisors to understand client needs and wishes.
Requirements
- Knowledge of financial advisor office tools (Orion, Salesforce, etc.) and custodians (Fidelity, Schwab) preferred.
- Microsoft Office skills, including Word, Excel, and Outlook required.
- Excellent interpersonal & communication skills, along with a genuine interest in serving others.
About the Role
Jacob William Advisory is dedicated to providing unparalleled service to clients, grounded in our core values. Our approach is centered around transparency, education, and personalized attention. We strive to simplify complex financial advice, working closely with clients as trusted advisors to pursue goals and create financial independence. With a thorough and precise process, we aim to deliver exceptional results for our clients and team members. The estimated salary for this position is $65,000+ per year.
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