Are you a dynamic, detail-oriented individual passionate about delivering unparalleled customer service? If so, we seek a highly motivated Client Service Associate to join our esteemed wealth management team. In this pivotal role, you will play a crucial part in maintaining strong client relationships, ensuring operational efficiency, and upholding our commitment to excellence in service delivery.

Schedule: 8:30 am to 5:00 pm Monday through Friday

Key Responsibilities:

• Manage incoming calls and emails, providing prompt and professional responses to client inquiries and requests.
• Process client transactions with precision, ensuring accuracy in account records and compliance with regulatory standards.
• Utilize our Customer Relationship Management (CRM) system to effectively document and track client interactions and work items.
• Provide comprehensive support to our financial advisors on products and services, offering valuable insights and assistance as needed.
• Prepare and submit financial and investment documents, including applications and withdrawal forms, on time.
• Facilitate the opening of new accounts for clients, ensuring all necessary documentation is completed and processed.
• Update beneficiary information per client requests.
• Compile reports and presentations for both prospective and existing clients, showcasing our firm's offerings and value proposition.

Minimum Requirements:

• •Demonstrated experience in customer service.
• Prior experience in finance or banking.
• Proficiency in analytical thinking.
• Exceptional attention to detail.
• Strong mathematical aptitude.
• Self-driven and assertive, with a commitment to professional excellence.
• Proficiency in Excel and PowerPoint
• Capability to work autonomously and within a team environment.
• Excellent verbal and written communication abilities.
• Familiarity with CRM systems and methodologies.
• Competence in utilizing the Microsoft Office suite.

Preferred Qualification:

• Bachelor's degree in business, finance, marketing, or a related discipline.
• Background in wealth management and financial planning.

Pay & Benefits:

• $50,000.00 - $70,000.00
• 401(k)
• Comprehensive structured training program.
• Supportive team environment.
• Paid time off, including holidays.
• Medical, vision, and dental insurance coverage.
• •Disability and life insurance benefits.