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Client Service Associate
Job Description
A well-established wealth management firm is in search of a Client Service Associate to support their financial advisory team at their brand new location in Washinton, DC! This important position plays a key role in enhancing the client experience at the firm by providing administrative and operational support to wealth advisors and delivering exceptional client service. You need to have 1 year of professional experience in a related industry, a series 65 or 66 license (or be able to pass the test) and exposure to CRM systems.
You will be working at a new office space in a fast-paced, team-oriented and professional environment that embraces a culture of support for clients, the community and one another. The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more!
Salary Range: $70,000 - $75,000 / year DOE
Client Service Associate Requirement s:
- Bachelor's degree
- Minimum of 1 year of professional experience or relevant internship experience
- Series 65 or 66 certification is not required initially but must be obtained
- Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
- Experience with CRM systems, preferably Salesforce
- Excellent organizational and communication skills
- Detail-oriented and able to handle high volumes of client interactions
- Prior experience in the financial services industry or individual wealth management is preferred
Client Service Associate Responsibilities:
- Collect and manage required documents for onboarding approximately
- Assist with client follow-up, including calls and inquiries
- Respond to client requests, inquiries, and transactions
- Coordinate and schedule meetings between Wealth Advisors and clients as needed
- Prepare reports, marketing materials, and other documents for client meetings
- Perform data entry, filing, and other administrative tasks to support the Wealth Advisors
- Utilize Excel, Word, Outlook, and PowerPoint for various tasks
- Maintain accuracy and attention to detail while managing high-volume client interactions
- Provide exceptional client service by ensuring timely and accurate responses to client inquiries
- Collaborate with the Wealth Advisors and support staff to deliver optimal client experiences
Benefits:
- 100% medical insurance coverage
- Dental and Vision insurance
- 401k with 3% match
- 10 days PTO
- 5 days PSL
- 11 paid holidays
- Bonus potential
- Growth opportunities
- Flexible hybrid schedule
- Friendly work environment
- New office space
To learn more about this position, apply now!
#LI-POST #LI-HYBRID #LI-SS1
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