Summary

The Client Service Associate reports to our Founder & CEO and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office.

Essential Duties and Responsibilities

• Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.

• Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.

• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.

• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.

• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

• Maintain CRM database; define and ensure adherence to appropriate client service models.

• Manage multiple and competing priorities daily in pursuit of business objectives.

• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.

• Other duties as assigned.

Supervisory Responsibilities: None

Knowledge, Skills, and/or Abilities

• Basic computer skills (Outlook, Word, Excel. Adobe)

• Strong administrative and time management skills with superior attention to detail.

• Able to work independently and effectively manage multiple tasks at once.

• Excellent communication skills, both verbally and in writing.

• CRM knowledge a plus.

Education and/or Experience

• The ideal candidate will have 2+ years of experience in administrative support in a professional environment.

• Bachelor's Degree is required and preferred in Business, Finance and/or Marketing, Communications

• Previous experience in financial services a plus