Client Service Associate
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About The Position
The Client Service Associate for Wealth Management Office at Beyond Investing Private Wealth Management plays a crucial role in ensuring that client families receive exceptional service and support. This position is designed for individuals who have experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, understanding the unique complexities and expectations that come with managing their wealth. The Client Service Associate (CSA) will act as an assistant to Financial Advisors, managing day-to-day operational tasks that enhance the client experience and support the firm's functions. In this role, the CSA will be responsible for a variety of administrative and operational duties, including data entry, processing paperwork for client accounts, and providing excellent support for both clients and prospects. The CSA will also handle administrative tasks such as answering phones promptly, responding to emails, distributing mail, and managing calendars for client and prospect appointments. Additionally, the CSA will produce quotes and product illustrations, maintain office supplies, prepare meeting agendas, onboard new client accounts, and ensure that client relationships are maintained through effective communication and problem resolution. The ideal candidate for this position thrives in a high-energy environment, enjoys client interaction, and possesses a high emotional intelligence. They should be detail-oriented, organized, and self-motivated, with a strong work ethic and a good understanding of technology. The CSA will be expected to respond rapidly to client concerns, maintain regular status updates, and act as a liaison between strategic partners and clients. This role requires a proactive approach to problem-solving and a willingness to cooperate with clients and management to resolve any issues that may arise. Overall, the Client Service Associate is a vital part of the team, contributing to the firm's mission of simplifying the complexities of wealth management for client families and ensuring their long-term confidence in their financial future.
