Client Service Associate
Role Profile Summary
The Client Service Associate is responsible for assisting Lead and Associate Advisors in an effort provide exceptional service to the company's clients. This role requires outstanding organizational and communication skills.
Core Responsibilities
Facilitate the execution of client service schedule by meetings in accordance with the client’s segmentation.
Prepare and review the client folder with all necessary prep materials and deliverables prior to a client meeting.
Maintain exceptional CRM records in accordance with company's CRM guidelines and procedures.
Provide exceptional client service by assisting with insurance policy or investment account service requests.
Qualifications
Required
o Bachelor’s degree in business administration, accounting, or finance or equivalent work experience.
o Must obtain Life/Accident/Health license and Series 6 or 7 in the first year.
Preferred
o 1-3 years in the wealth management or investment management industry.
Key Characteristics
Strong desire for personal and professional growth.
Approachable, respectful, and inclusive communication.
Ability to give and receive constructive feedback.
Ability to maintain confidentiality.
Excellent verbal and written communication and interpersonal skills.
Proficient in Microsoft Office Suite or related software.
Proficient in CRM or related software.
Excellent organizational skills and attention to detail.
Salary: 70-85k
Location: 3x a week in local office
