We are a growing, multi-generational wealth planning firm with a diverse client set and a strong commitment to our fiduciary responsibility. Our clients are individuals/families, most of whom are sophisticated and highly educated. We are committed to making a meaningful difference in our clients’ lives through compassion and striving to go above and beyond their expectations. We know an environment like ours is built from within, so we foster a supportive and team-oriented culture and emphasize strong collaboration and communication. Our team is always willing to support one another to create an exceptional experience for our clients. It’s an exciting time to join us as we move to create efficiencies and streamline our processes, where every team member will be an important part of this process.

We are looking for an experienced Client Service Associate. In addition to having some working knowledge of industry software, systems, and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Your primary goal is to ensure that the client feels like the most important person in the world. You are a critical thinker and anticipate subsequent events, with an unwavering ability to figure things out, even with little to no direction. You are a solutions-oriented professional who embraces technology. You love to learn and are always finding ways to improve and expand your impact. You offer proactive service and thrive in doing the little things to make those around you have the best experience possible.

Responsibilities

• Schedule appointments, maintain calendar, and coordinate scheduling internally and externally, as needed
• Answer, screen, and route phone calls, assisting directly or taking messages as appropriate
• Meet and greet visitors to the office, with a high degree of customer service
• Process various client service items, including withdrawals, beneficiary changes, etc.
• Follow up with clients verbally and in writing to obtain required information
• Compile physical and digital documentation for clients and prospects; download, upload, and manage documentation within secure portals, ensuring accurate filing and record-keeping
• Research information needed for client meetings; in conjunction with other team members, prepare documents, notes, reports, and presentation materials as requested
• Handle all inbound and outbound mail for the office, quickly processing time sensitive documents
• Maintain client records in database, including documentation of phone calls and conversations
• Assist with basic marketing initiatives and tasks as they arise
• Ad-hoc project assistance for advisors and others
• Increased responsibilities over time as your knowledge of the business expands
• Other duties as assigned
  

Qualifications

• 1+ years of experience supporting a financial advisor or similar setting highly preferred; 5+ years of experience working directly with clients required, may consider transferable experience from other industries
• Associate degree or higher, or equivalent related experience required
• Excellent follow-through and communication regarding status of open items
• Client-first attitude: ability to interact with clients professionally and respond to clients in a timely manner
• Editing and writing skills to initiate, compose, format, proofread and carefully edit various professional business documents and correspondence
• Strong time management skills; Ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions
• Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues
• Ability to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutions
• CRM Software experience required
• Industry-specific software/platform experience preferred; Wells Fargo Advisors FiNet
• Advanced Technology Skills and use of MS Office (Outlook, Word, PowerPoint, Excel, Teams)

Compensation: $55K - $65K DOE