Client Service Associate

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COMPANY OVERVIEW

Operating without a plan is like sailing without a compass. At Ark Wealth Partners, we believe success always starts with a plan. Recognized by Forbes as a best-in-state financial securities practice, our mission is to bring clarity to what’s possible for our clients' financial future. We develop a comprehensive plan designed to help clients achieve their most important goals - to get them from where they are, to where they want to be.

POSITION OVERVIEW

The Client Service Associate with Ark Wealth Partners is responsible for assisting Lead and Associate Advisors to provide exceptional service to the clients of Ark Wealth Partners. This role requires outstanding attention to detail, organizational and communication skills.

KEY RESPONSIBILITIES

• Serve as the Primary Relationship Manager for a subset of Ark Wealth Partners’ clients.
• Facilitate the execution of service for Ark Wealth Partners’ clients by scheduling meetings in accordance with the Firm’s segmentation service schedule.
• Prepare and review the client meeting folders with all necessary prep materials and deliverables prior to a client meeting.
• Coordinate responses to inbound client communication by resolving account or policy related inquiries or directing them to the appropriate team member.
• Maintain exceptional CRM records in accordance with Ark Wealth Partners’ CRM guidelines and procedures.

REQUIRED QUALIFICATIONS

• 3-5 years of experience in the wealth management industry or investment management industry
• Bachelor’s degree in business administration, accounting, finance, or equivalent work experience
• Life and Health Insurance license
• Series 7, 63 and/or 6
• Strong attention to detail
• Excellent written and verbal communication skills
• Able to work both autonomously and collaboratively within a high-performing team

PREFERRED QUALIFICATIONS

• Tech savvy with Microsoft Office, Excel, Adobe, and CRM systems

COMPENSATION & BENEFITS

Competitive salary and a full range of benefits including medical, dental, vision, 401k, long-term disability, group life insurance, license/credential reimbursement, continuing education and more.

• Associate

• Full-time

• Finance

Referrals increase your chances of interviewing at Ark Wealth Partners by 2x

Medical insurance

Vision insurance

401(k)

Disability insurance

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