Client Service Associate - Williston,VT
About The Position
This full‑time, in‑office position with EastRise Credit Union supports Financial Advisors affiliated with LPL Financial under the Employee Advisor Model, providing a strong foundation for professional growth in wealth management. The role focuses on delivering a high‑quality client experience while collaborating closely with advisors and various internal departments across a growing organization. Ideal candidates are team‑oriented and motivated to make a meaningful impact, demonstrating integrity, accountability, and a commitment to continuous improvement in all aspects of their work.
Requirements
- Ability to go in office M-F in our Williston, Vermont office
- 1-3 years of financial industry experience, preferably in wealth management
- Strong background in client service with excellent communication skills
- Strong attention to detail and organizational skills
- Effective oral and written communication; able to explain complex information clearly and simply
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Time management skills with the ability to handle multiple projects and deadlines
- Possess strong analytical and problem-solving skills
- Self-motivated, driven and takes initiative
- Experience with the Microsoft program suite (Outlook, Word, Excel)
Nice To Haves
- Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
Responsibilities
- Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolutions
- Handle client questions on account activity, policies, and documentation
- Submit and process account activities such as new accounts, transfers, maintenance, and trade orders
- Proactively reach out on time‑sensitive items like RMDs, distributions, and tax forms
- Research and resolve complex issues while coordinating with internal departments
- Maintain accurate client information in CRM and support administrative needs (scheduling, meeting prep)
- Promote efficiency by encouraging use of eSignature, paperless statements, and Account View
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
