Client Service Associate

Job Description

Job Description

Why You Want to Work Here

Join a sophisticated and growing financial advisory practice that is committed to providing thoughtful, well informed financial guidance and exceptional service. This small, close knit office values its employees as much as its clients and maintains a strong culture centered around ethics, integrity, collaboration, and intellectual curiosity. This is an excellent opportunity for someone who enjoys building relationships, staying organized, and developing their knowledge of financial planning and investment services. Responsibilities

Answer incoming phone calls in a professional and friendly manner

Schedule and confirm client meetings, follow up calls, and other client interactions

Respond to client emails promptly and professionally

Prepare and maintain administrative paperwork for client accounts and relationships

Create account opening and maintenance paperwork and follow up to ensure completion

Maintain investment account documentation

Prepare transaction and cashiering paperwork for cash distributions and contributions

Review, enter, and maintain client financial information across multiple software platforms

Support systems including RedTail, Addepar, eMoney, and Albridge

Ensure new accounts and transactions are processed accurately, efficiently, and on time

Assist with additional administrative and client service responsibilities as needed

Requirements

Bachelor's degree or higher

Strong commitment to providing exceptional client service

Friendly, flexible, and professional attitude

Genuine interest in supporting and building relationships with clients

Excellent organizational and time management skills

Self starter with strong problem solving and independent thinking skills

Excellent verbal, written, and interpersonal communication skills

Interest in financial planning and investment advising

Proficiency with Microsoft Office Suite

CFP® or CFP® candidate preferred

Full Time, On Site $60,000 a year