Client Service Associate

4 weeks ago


Midlothian, Virginia, United States NFP Full time
Job Summary

We are seeking a highly skilled Client Service Associate to join our team at NFP. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients, advisors, and team members.

Key Responsibilities
  • Develop and maintain strong relationships with clients, advisors, and other team members across the firm.
  • Interact directly with clients regarding different requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
  • Manage distribution/receipt of clients' paperwork.
  • Answer phone calls, resolve issues, and/or take messages as needed.
  • Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contracts, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
  • Collaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperwork.
  • Prepare client letters/emails as needed.
  • Assist advisors with scheduling client meetings and calendar management.
  • Confirm appointments directly with clients, via email and/or phone.
Requirements
  • Numerical accuracy and attention to detail (required).
  • Ability to prioritize tasks and work in a team environment.
  • Desire to learn, be resourceful, and think outside the box.
  • Professional appearance and manner.
  • Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
  • Continuously exhibits personal integrity and professional initiative and a personable attitude.
Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.

We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.



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