Client Service Associate

Client Service Associate At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate relationships. Responsibilities Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office Opens new client accounts, processes money movement, and researches information as needed Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients Prepares various business summary reports and client‑specific reporting as needed for review by the financial advisor Creates and maintains records and files utilizing Client Relationship Management (CRM) software Actively engages in available training / cross‑training and educational and/or professional development opportunities to remain current on industry policies and procedures Performs other duties and responsibilities as assigned Qualifications Knowledge of: 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) Marketing, branding, and social media 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 Handle stressful situations and provide a high level of customer service in a calm and professional manner Analyze problems and establish solutions in a fast‑paced environment 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 Experience: 1+ years of experience in the financial services industry. Compensation and Benefits Salary: $60,000 - $85,000 Benefits: Medical, Retirement + Profit Sharing, Annual Discretionary Bonus, PTO Travel: Not Required Workstyle: Onsite Blunt Wealth Management and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to, Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors Inc. (“RJFSA”) as affiliates. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr Raymond James