Client Service Associate

Position Title: Client Service Associate

The Client Service Associate plays a pivotal role in supporting advisors by ensuring a seamless client experience. This position requires a proactive individual who is dedicated, charismatic, and detail-oriented. The ideal candidate will engage with a diverse clientele, addressing their needs and fostering long-term relationships. Challenges include managing client inquiries and navigating the demands of an older demographic. This role is essential for maintaining the firm's reputation for exceptional service and client satisfaction.

Salary Range: $60,000 - $75,000 / Year DOE

• Take notes during client meetings
• Field client calls and emails
• Complete necessary paperwork
• Open new accounts
• Facilitate fund transfers as required
• Follow up with insurance companies
• Address client inquiries and concerns
• Conduct meeting follow-ups

• 1-2 years of experience as a Client Service Associate
• Proficiency in technology, including Excel with formulas
• Ability to obtain Series 65 license within 30 days is preferred
• Possession of a life insurance license is preferred
• A bachelor's degree is preferred
• Experience with Schwab is preferred

• 80% employer contribution to employee health insurance premiums
• 15 days of paid time off plus 5 sick days
• 401(k) plan with a 3% employer match after 6 months
• Access to an onsite gym and yoga studio
• Professional development reimbursement
• Free parking and complimentary office snacks
• Paid holidays and travel allowances for approved business events

If you are a Client Service Associate looking to take the next step in your career, apply now! #LI-KJ1