Client Service Associate

Raymond James•Wilmington, NC

2d•Onsite

About The Position

Sound Harbor Wealth Partners is a nationally recognized team with a boutique feel yet the backing from a Fortune 500 infrastructure. Small yet mighty, we work collectively as a team to ensure our clients’ needs are met. As we are evolving, we are seeking a Client Service Associate who thrives in a team environment. The ideal candidate is also strong in both communication and back-office operations/administration.

Requirements

Knowledge of Company’s working structure, policies, mission, and strategies.
Knowledge of General office practices, procedures, and methods.
Skill in Client Relationship Management (CRM) software, or similar contact management software.
Skill in Microsoft Office 365 applications
Skill in Effective communication across multiple client platforms (in-person, virtual, phone and mail)
Ability to Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Ability to Analyze and research account information.
Ability to Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Ability to Identify time sensitive items and assess competing priorities.
Ability to Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
Ability to Provide a high level of customer service in a calm, professional manner.
Ability to Use mathematics sufficient to process account and transaction information.
Ability to Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Ability to Work both independently and as part of a cohesive team.
Ability to Provide a high level of customer service.
5+ years of general office experience

Responsibilities

Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.
Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
Open new client accounts, process money movement, and research information as needed
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Placing trades as directed by, and on behalf of Wealth Partner
Manage and oversee office inventory
Performs other duties and responsibilities as assigned.