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Client Services Associate (1019-3)
$40-50k/year base salary plus excellent benefits
Dynamic and growing wealth management firm looking to add a client services specialist
who will assist their financial advisor team with client needs/requests. The position
includes account administration work and direct contact with clients. Excellent
organizational and client service skills are a must.
Respond to client needs/requests in a timely/professional manner
Prepare client statements/tax reports/invoices
Process account paperwork for new/existing clients
Work with custodial services team to service account issues
Prepare client meeting materials
Keep client operation processes up to date with features/services offered by custodial
Act as key liaison with firm?s portfolio administration software team
Assist advisor team with in-person marketing efforts/event planning
Answer phones periodically
2+ years? experience in the financial services industry
Excellent communication/customer service skills
Highly organized/detail oriented
Experience in Salesforce or Advent Black Diamond software a plus
Self-motivated and desire to perform as essential part of a team