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.

As we grow, we are seeking a Client Service Associate to support our Financial Advisors, clients, and overall branch operations. The ideal candidate has strong administrative, organization, and customer service skills.

When you become a part of the Blunt Wealth Services family, you will have a highly collaborative, positive, and trusted team by your side!

Essential duties and responsibilities include:

• 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, process 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

Knowledge, skills, and abilities include:

• Knowledge of the 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
• Skill in Client Relationship Management (CRM) software
• Microsoft Office
• Effective communication (in-person, virtual, phone and mail)
• Marketing, branding, and social media
• Ability to operate standard office equipment and using 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.

Salary: $60,000 - $85,000

Benefits: Medical, Retirement + Profit Sharing, Annual Discretionary Bonus, PTO

Travel: Not Required

Workstyle: Onsite