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Client Service Associate
Job Description
A renowned financial services firm in Helena, MT is searching for a self-motivated Client Associate to join their team of dynamic professionals! As a Client Associate, you will be responsible for supporting Financial Advisors by providing essential administrative support for things such as scheduling appointments, opening new accounts, and following up to ensure client service models are met.
The position comes with a full benefits package, and you will enjoy working with a management team that is easy-going and fosters a supportive work atmosphere, where your future career aspirations are valued. This client-facing role is an excellent opportunity to gain exposure to the financial services industry while contributing to the firms’ continued success!
Pay Range: $47,840 - $54,080 DOE
Responsibilities:
- Manage and field incoming phone calls, addressing client inquiries and scheduling meetings
- Assist in managing a significant client portfolio, including paperwork and transaction processing
- Input and maintain accurate client data using Microsoft Dynamics 365 CRM
- Support team in meeting deadlines and staying on track with day-to-day tasks
- Adapt to changing priorities and market conditions to meet client and business needs
- Collaborate effectively with financial advisors and associate advisors for smooth operations
- Ensure compliance with industry regulations and company policies in all activities
- Engage in professional development, including obtaining necessary industry licenses
- Participate in community events, enhancing the company's local presence
Requirements:
- Minimum 2 years of office administrative experience
- Detail-oriented, proactive, and driven with strong multitasking abilities
- Excellent communication skills, both written and verbal
- Strong interpersonal skills
- Industry experience in financial services is preferred
- SIE, Series 7, and Series 66 licenses is preferred
- Bachelor's degree is preferred
Benefits:
- Medical, Dental, and Vision insurance
- 401k and ESOP contributions
- Generous sick, vacation, and maternity/paternity leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement
- Discounted personal insurance
- Charitable gift-matching program
- Supportive work environment
If you love working with people and have a passion for finance, apply now!
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