Client Service Associate

Private Advisory is a comprehensive wealth management firm dedicated to serving families and individuals. Our expertise lies in portfolio management, tax strategies, and risk mitigation. If you're a responsible, professional, and people-oriented individual, we'd love to hear from you. Contact us today to explore this opportunity! About the Role: Join our team as a Client Service Associate. You'll work closely with an assigned advisory team to service daily client needs. Individuals are empowered to make a difference in the firm and in our clients' lives. We encourage and support individual growth and development. This is a detail-oriented position that requires the ability to multitask, anticipate needs, and adjust to changing priorities as well as operate as an effective team member. Areas of responsibility include a wide range of duties. This is not a sales role. Client and Operational Support: Comfortably engage with clients, providing exceptional service Listen actively and respond professionally to client inquiries Prioritize telephone calls, emails, and daily account maintenance Process account openings, transfers, and distributions in compliance with regulations and company policies Assist with administrative duties Required Skills: Reliability: You follow through on commitments and execute plans effectively Detail Orientation: You take a systematic approach and attend to the finer points Interpersonal Skills: Effective communication and listening are essential Career-Driven: You're eager to develop within financial services Tech-Savvy: Strong computer skills and a willingness to learn our software Confidentiality: You understand the importance of privacy and confidentiality Required Qualifications: 2+ years of experience in a financial industry Bachelor's degree with emphasis in Accounting, Finance or related field Pay Range and Compensation Package: Job Type: Full-Time Base Salary: $70,000 - $80,000 based on experience Bonus: Tied to personal and firm results Vacation: 2 weeks Personal Time Off / Sick Days: 7 days Retirement: 401(k) plan with matching Healthcare: Health, vision, and dental plans available #J-18808-Ljbffr Private Advisory