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Client Service Associate

Louisville, KY 40223

Posted: 02/02/2024 Employment Type: Permanent Category: Wealth Management Job Number: 24024 Pay Range: $55,000 - $75,000 DOE Remote Options:

Job Description

A wealth management firm in Louisville, KY is searching for a polished and professional Client Service Associate with at least 2 years of experience in financial services to step into a client-facing role supporting high-net-worth individuals.  The position requires someone detail-oriented with strong communication skills who is eager to support advisors in financial planning and trades.  The company has a great work culture, emphasizing ambition, client focus, and a strong commitment to work-life balance with generous PTO. This role is perfect for a finance professional who is eager to learn and grow in a supportive environment!

Pay Range: $55,000 - $75,000 DOE

Responsibilities:

  • Support financial advisors and partners in client meetings and financial planning efforts
  • Directly engage with high-net-worth clients, addressing their inquiries and ensuring top-tier client service
  • Conduct trades and manage other transactional tasks as required
  • Prepare materials for and follow up on client meetings
  • Accurately document and maintain client interactions and financial plans using CRM system

Requirements:
  • 2-4+ years of experience in the financial services industry, with a solid understanding of financial products and services
  • Must be licensed with Series 7 and 65, or obtain these licenses within 6 months of starting
  • Bachelor's degree preferred; however, substantial industry experience will also be considered
  • Exceptional communication skills and professional demeanor
  • Tech-savvy with proficiency in financial planning software and CRM systems
  • Life Accident and Health license is preferred
  • Experience with financial planning tools and software is advantageous
  • CFP designation or actively working towards is a plus

Benefits:
  • Medical, Dental and Vision insurance
  • 401K plan
  • Life insurance and short term disability
  • Free parking
  • 21 days PTO
  • Lots of holidays off
  • Great culture
  • Growth opportunities
  • Big emphasis on work-life balance

If you're looking for a place where professional development is prioritized, this opportunity is for you.  Apply now!

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