Client Service Associate

Job Description Summary At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized support. As our team grows, we are seeking a Client Associate who aligns with our vision and values. The ideal candidate has a positive attitude, is organized, and is a strong communicator. Essential Duties and Responsibilities Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office Open new client accounts, process money movement, and research information as needed Ensure client paperwork and documentation is accurate prior to submission and processing. Follow up to ensure accurate completion Prepare various business summary reports and client‑specific reporting as needed for review by the financial advisor Create and maintain records and files utilizing Client Relationship Management (CRM) software Actively engage in available training/cross‑training and educational and/or professional development opportunities to remain current on industry policies and procedures Perform other duties and responsibilities as assigned Knowledge Company’s working structure, policies, mission, and strategies General office practices, procedures, and methods Basic investment concepts, practices and procedures used in the securities industry Financial markets, products and industry regulations Skills Client Relationship Management (CRM) software Microsoft Office Effective communication (in-person, virtual, phone and mail) Abilities Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases Analyze and research account information Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast‑paced, task‑oriented work environment Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns Provide a high level of customer service in a calm and professional manner Use mathematics sufficient to process account and transaction information Use appropriate interpersonal styles and communicate effectively Work both independently and as part of a team Provide a high level of customer service Education Bachelor’s degree preferred, or equivalent years of experience in industry. Experience 3+ years of experience in the financial services industry, particularly in administrative and/or customer service roles. Benefits Medical, Dental, Retirement + Match, PTO Travel Not Required. Workstyle Resident. Company Culture Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr