Client Service Associate
About The Position
Do you take pride in a job well done and seek to exceed expectations? Do you act with a servant’s heart? We value organized and detail-oriented professionals who are self-starters and life-long learners that like helping people achieve their dreams. We are looking to add a committed team player to join our growing firm. The role of Client Service Associate is a valued member of our team who will be aligned with and assist a senior advisor with day-to-day operations to amplify the advisor’s role, success of our clients, and growth of the firm. How will you help support our clients and practice? Work directly with an experienced CERTIFIED FINANCIAL PLANNER® professional Support all aspects of the advisor role without pressure of sales or prospecting Record live meeting notes, as well as organize post meeting debriefs Manage tasks, follow-ups and workflows to ensure prompt and accurate client service Act as point of contact and coordinator between advisor(s), clients, team members and industry partners Oversee implementation of new financial plans, investment accounts and insurance applications Assistance with management of advisor’s calendar and email Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to service model Approach all scenarios with a “how can I help improve this” mindset Consistently seek to enhance existing processes with the goal of reducing friction and providing a “Wow!” client experience with every interaction Who do you need to be? Honest and full of integrity. Understanding we are helping clients with an important, integral and intimate part of their lives; their money. A natural service provider who derives their energy from a supporting role A self-starter who pro-actively ‘sweats the small stuff’ and creatively identifies opportunities to “Wow!” Excellent communicator in both verbal and written mediums Comfortable in a fast-paced work environment offering variety and constant evolution Technologically savvy and embracing of the continued adoption of industry-leading technology and processes An excellent multi-tasker with ability to be both quick and thorough; never sacrificing significant attention to details and data accuracy A student of personal development on the journey of best-self realization
Requirements
- Honest and full of integrity. Understanding we are helping clients with an important, integral and intimate part of their lives; their money.
- A natural service provider who derives their energy from a supporting role
- A self-starter who pro-actively ‘sweats the small stuff’ and creatively identifies opportunities to “Wow!”
- Excellent communicator in both verbal and written mediums
- Comfortable in a fast-paced work environment offering variety and constant evolution
- Technologically savvy and embracing of the continued adoption of industry-leading technology and processes
- An excellent multi-tasker with ability to be both quick and thorough; never sacrificing significant attention to details and data accuracy
- A student of personal development on the journey of best-self realization
Nice To Haves
- Prior personal, administrative, or executive assistant experience
- Prior investment or insurance industry experience
- Microsoft Office Skills - Outlook, Excel, PowerPoint, Teams, OneNote
- Industry Technology Platform Experience – eMoney, Wealthscape, Envestnet, EZapp
- Familiarity with CRM software or client database management
- Preference and ability to primarily work in-office
- For hybrid flexibility – protected and professional home office space
Responsibilities
- Work directly with an experienced CERTIFIED FINANCIAL PLANNER® professional
- Support all aspects of the advisor role without pressure of sales or prospecting
- Record live meeting notes, as well as organize post meeting debriefs
- Manage tasks, follow-ups and workflows to ensure prompt and accurate client service
- Act as point of contact and coordinator between advisor(s), clients, team members and industry partners
- Oversee implementation of new financial plans, investment accounts and insurance applications
- Assistance with management of advisor’s calendar and email
- Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to service model
- Approach all scenarios with a “how can I help improve this” mindset
- Consistently seek to enhance existing processes with the goal of reducing friction and providing a “Wow!” client experience with every interaction
Benefits
- Competitive PTO Offering
- Retirement Plan with Match
- Health & Welfare Benefits including Medical, Dental, and Vision Insurance
- Supportive, collaborative, positive and growth-oriented work environment
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
Number of Employees
5,001-10,000 employees
