Client Service Associate

Client Service Associate

We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment Advisory Firm (RIA). The role serves as a primary point of contact for clients, supporting ongoing relationship management, coordinating service requests and ensuring seamless communication between clients, advisors, and operations. The ideal candidate is client-focused, detail-oriented and comfortable managing multiple priorities in a fast-paced environment.

Physical Duties and Responsibilities

• Responsible for enhancing the client experience by responding to client requests and providing both operational and administrative support to wealth advisors.
• Address client service requests with a superior level of service and responsiveness; research client inquires and proactively manage follow-up communications and materials.
• Coordinate with other departments in the organization to meet the needs of clients.
• Communicate updates to clients and advisors for all client requests.
• Proactively identify and anticipate client needs by staying attuned to life events, account activity and advisor priorities.
• Maintain client database (Wealthbox CRM) for tracking and follow up, assist with outgoing correspondence
• Managing company policies that relate to client satisfaction standards and ensuring that all employees are following these standards

Job Specifications (Skills, Knowledge, and Abilities Required)

• Bachelor's degree required
• 3-5+ years of experience in client services, preferably within an RIA, wealth management firm, or financial services environment
• Familiarity with RIA custodial platforms, particularly Charles Schwab
• Ability to multi-task and organize work to meet deadlines across multiple projects for multiple team members with limited supervision
• Proven organizational skills with ability to prioritize as well as anticipate future needs; strong attention to detail
• Strong problem-solving skills with ability to identify challenges and develop solutions to overcome them
• Experience supporting financial advisors directly and genuine interest in financial markets/wealth management
• Excellent interpersonal skills, team-oriented with high level of accountability
• Strong client relationship and communication skills
• Strong research and critical thinking skills, with ability to synthesize and interpret data quickly
• Excellent verbal and written communication skills, strong telephone skills
• Proficient in Microsoft Office suite, Adobe, CRM systems (i.e. Salesforce, Wealthbox, etc.), portfolio management systems (Orion, Addepar, Tamarac etc.).

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at View email address on click.appcast.io.