Client Relations Specialist

1 week ago


Ridgeland, South Carolina, United States Dividend Assets Capital Full time
Job Overview

About Dividend Assets Capital, LLC

Dividend Assets Capital, LLC (DAC) is a fully employee-owned boutique firm specializing in wealth and asset management. We are recognized as one of the leading Registered Investment Advisors in South Carolina, offering a range of wealth management services tailored to families, individuals, institutions, and investment advisors. With over 40 years of expertise in dividend growth investing, our dedicated team is committed to providing clarity and simplicity in our services, helping clients achieve their financial aspirations while safeguarding what matters most to them and their communities.

Position Summary: The Client Services Associate plays a crucial role in supporting client relations, managing office tasks, and assisting portfolio managers to enhance the overall client experience.

Key Responsibilities:

  1. Handle account administration requests from clients and portfolio managers, addressing inquiries and ensuring all necessary information and documentation are accurate and current.
  2. Prepare and verify account-related paperwork, maintain up-to-date account information, and organize client files through scanning and systematic management.
  3. Evaluate daily operations for opportunities for improvement, assist in organizing client events and seminars, and provide administrative support.
  4. Manage telephone communications, arrange business travel, coordinate client meetings, and maintain files and calendars efficiently.
  5. Perform additional tasks as required.

Qualifications:

Education: A Bachelor's Degree in business, marketing, finance, or a related field from an accredited institution is required. A Series 65 license is necessary or must be obtained within the first 90 days of employment.

Experience: A minimum of five years of relevant experience in client services is required. Proficiency in Microsoft Office Suite, particularly Word and Excel, is essential.

Core Competencies: Strong analytical and problem-solving skills, innovative thinking, business acumen, excellent written and verbal communication abilities, integrity, client-focused mindset, attention to detail, initiative, organizational skills, effective time management, commitment to lifelong learning, teamwork, adaptability, and a professional demeanor.

Demonstrates DAC's Core Values: Expertise, Commitment to Excellence, Integrity and Humility in Service, Authenticity and Transparency.



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