Junior Client Service & Relations Associate - Altium Wealth Management

Hightower • Harrison, NY

1d • Onsite

About The Position

Altium Wealth is looking for a strategic professional to join their growing Client Service team. The Client Service team directly impacts the client experience and is important to the success of the organization. This position requires the associate to be in the office Monday-Friday. Altium believes that clients' wealth decisions are often compelled by a higher sense of purpose. Their mission far exceeds wealth generation: they want to empower clients to create the life that they envision for themselves, their families, and their communities.

Requirements

• Team player who shows a client first attitude.
• Adaptable to constant change.
• Attention to detail and strong follow up/follow through skills.
• Excellent customer-facing skills.
• Strong written and verbal communication skills.
• The ability to accomplish a variety of tasks in a thoughtful, organized manner and able to prioritize and re-prioritize throughout the day.
• Show strong aptitude to anticipate client requests.
• Maintain composure and remain positive under pressure even in time sensitive and complex situations.
• 1+ years of experience in Financial Services.
• 1+ years of experience maintaining client relationships and providing service in a corporate environment.
• Proficiency in MS Outlook and MS Word (Excel a plus).
• Prior experience with CRM software, preferably Salesforce.

Responsibilities

• Serve as a liaison between clients and advisors, delivering quality service both internally and externally.
• Coordinate and prepare for client meetings, including post-meeting documentation and follow-up.
• Schedule meetings including confirmation emails.
• Use the group's different applications (Outlook, Salesforce, Schwab, TD, Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests.
• Field client requests and complete tasks, following through to make sure client's needs are met while following compliance standards.
• Manage client data within CRM (Salesforce) and monitor to ensure accuracy.
• Process and track insurance maintenance requests for client policies.
• Other responsibilities as may be assigned.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Discretionary bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees