Client Service Associate

Element Wealth Planning is a boutique financial planning and wealth management firm located in Georgetown, Delaware. We work closely with individuals, families, retirees, and business owners to help them organize their financial lives and make informed decisions about their future.

We pride ourselves on providing a high level of personal service and creating an experience where clients feel welcomed, valued, and confident that their needs are being handled with care.

We are seeking a Client Service Associate to join our team. This position is ideal for someone who is professional, highly organized, friendly, detail-oriented, ambitious, and takes pride being intentional and accurate in their tasks.

The Client Service Associate plays an important role in both the day-to-day operation of our office and the experience we provide to our clients.

We are looking for someone who does more than simply complete assigned tasks. The right person will learn how our office operates, recognize what needs to be accomplished, and takes initiative without needing direction.

You will interact regularly with clients, financial advisors, investment companies, insurance companies, and other financial institutions. Professionalism, accuracy, discretion, and strong communication skills are essential.

• Provide friendly, professional service to clients by telephone, email, and in person
• Answer incoming telephone calls and assist clients or route requests appropriately
• Schedule and coordinate client appointments
• Prepare for client meetings and assist with meeting follow-up
• Process client service requests and follow them through to completion
• Assist with new account paperwork, account updates, transfers, distributions, and other administrative requests
• Communicate with custodians, insurance companies, and other financial institutions regarding client accounts and service requests
• Maintain accurate client information within our CRM and other technology platforms
• Upload, organize, and maintain client documents and electronic records
• Track outstanding paperwork and proactively follow up when additional information or action is needed
• Identify incomplete or potentially inaccurate information before paperwork is submitted
• Assist with general office organization and administrative responsibilities
• Handle confidential client and financial information with appropriate care and discretion
• Learn and effectively use the firm's financial services software and technology
• Identify tasks that need attention and take ownership of getting them completed
• Support advisors and other team members as needed to help maintain an efficient, client-focused office

Professionalism – You understand that your communication and actions represent the firm.

Organization – You can manage multiple responsibilities, deadlines, and follow-up items without allowing things to fall through the cracks.

Initiative – You recognize what needs to be done and take action rather than waiting to be told what to do next.

Critical thinking – You can evaluate a situation, identify potential problems, and determine an appropriate next step.

Attention to detail – You understand the importance of accuracy when working with client information, financial documents, dates, forms, and instructions.

Strong telephone and communication skills – You are comfortable speaking professionally with clients and financial institutions.

Friendliness – You enjoy helping people and contribute to a welcoming, positive environment.

Computer proficiency – You are comfortable learning and working with multiple software applications and web-based systems.

Ambition – You are interested in learning, improving your skills, taking on additional…