This position is responsible for both the client service and administrative functions necessary to support the client relationship and management of the client engagement.

In this role, you’ll work directly with financial advisors to support their efforts with clients in growing their client base. You’ll be responsible for operational tasks and completing follow-ups, working to ensure our clients are well served.

The ideal candidate would be self-motivated, sales-minded, customer-focused and detail-oriented with a high degree of computer literacy, the willingness to learn new processes, and the ability to merge into a team-oriented work environment.

A service-based attitude and exceptional problem-solving skills are essential.

TECHNICAL/SOFT SKILLS (Required)

Exceptional client service and hospitality skills

Enjoy collaborating and being a part of a team that puts clients first

Ability to multitask and skillfully manage a fluctuating workload

Effective communication skills - verbally and written

Effective organization and time management skills

Strong attention to detail

Advanced Microsoft Office skills

Ability to quickly learn new technology tools, platforms, and software

Ability to obtain a Series 65 license

EDUCATION and EXPERIENCE

A bachelor’s degree

3-5 years relevant experience in a related field or area

DUTIES INCLUDE, but not limited to:

Support the onboarding process for new clients

Support in preparation and follow-up for client and prospective client meetings

Assist clients with accounts and logging in

Assist in sending clients statements when requested

Run reports and prepare documents necessary for quarterly client portfolio reviews

Maintain files, both electronic and physical

Take detailed notes in CRM (Redtail) on all processes and client interactions

Follow all standard operating procedures to ensure steps of service are being met, as well as maintaining compliance standards

Send client welcome kits

Schedule client appointments

Support in preparation and follow-up for client and prospective client meetings

Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

Assist with other office functions such as mailings, call campaigns, answering phones, greeting clients, filing, maintaining break areas, ordering supplies, and all other duties as assigned

SALARY AND BENEFITS

Base Salary - based on experience

Performance based incentive pay

401K plan with employer match

Financial support for continuing education

Work/life balance

BLEDSOE ASSET MANAGEMENT, LLC

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