Client Service Associate; CSA

$75,000 - $90,000 Base Salary + Discretionary Bonus

Your job on the client service team is a critical one cyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have fifty plus people taking care of 1,500 clients and entrusted with over $8 Billion of client wealth.

You will be a client-facing, primary point-of-contact for all service-related needs for your designated clients at the firm. You will support many aspects of the administrative and client service aspects of the client’s relationship with the firm. You will work under the direction of the Director of Client Service and in close coordination with your financial advisors and other colleagues.

Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. Ideal candidates will reflect our firm’s personality traits, which are:

• Passionate – We show up with energy & enthusiasm every day.
• Driven – We work tirelessly to achieve exceptional outcomes.
• Approachable – We always make sure people feel welcome.
• Candid – We tell it like it is in language you will understand.
• Caring – We have your back.

Firm Priorities

•
Growth
:
We are committed to growth

•
Efficiency
:
We desire to run the firm as efficiently as possible.

•
Exceptional Outcomes
:
We want all our clients to have an exceptional outcome.

About the Job

CSAs are incredibly thorough in their work, possessing strong time-management and problem-solving skills. The ability to multi-task and adapt to rapidly changing priorities is important. The ideal candidate is detail and service oriented. You effectively communicate information to clients and colleagues alike and work well within a team construct.

Key Tasks

• New account/client onboarding
• Processing applications
• Make regular proactive phone/email client contact
• Ensure the firm’s Client Service Matrix is implemented for each client
• Client ad hoc assistance - Money movement | Security transfers | Account maintenance requests | Online access help
• Document client information and conversations in Salesforce (CRM)
• Function as a member of the CRM administration team
• Partner with 3rd party technology and investment providers to maintain operations processes
• Work with the Practice Manager on administrative, operations and office management tasks
• Complete assigned collateral duties as assigned

What’s Required

• Minimum three years of client service experience within the financial services industry. Could be an RIA, wirehouse or other firm.
• Computer proficiency with MS Office suite
• Communications skills:
• Friendly personality
• Adept at written and verbal communications
• Commitment to client confidentiality
• Attuned to security mindedness
• Works independently but is “coachable”
• Self-manages projects throughout entire lifecycle
• Reliable and honest
• Committed to compliance standards and policies
• Ability to work within a growing firm culture (autonomy and innovation encouraged)
• Ability to work in the office Tuesday-Thursday from Shelton, CT, Fulton, MD, or Melville, NY

And What’s Not

• A Desire to Be an Advisor or Have Business Development Responsibilities
• Financial Industry Licenses
• Related professional certification(s) like the CFP are a plus, but not required

Optional
:
While not a requirement, familiarity with our tech stack is a plus.

• Custodians:
  Charles Schwab and Fidelity
• Performance Reporting:
  Black Diamond

Why Work for Procyon

Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues
- Thurs for meetings, training, and idea-sharing better done in person. We have fun Procyon events regularly to maintain our great culture. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations.

As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm.

We pay a competitive salary and annual discretionary bonus for this role. In addition, the annual bonus is subject to a firm multiplier to reward employees for the firm’s overall performance.

Our benefits package is competitive with medical, dental, vision benefits, 401(k) match, and four weeks’ vacation from the start. We also follow the NYSE holiday schedule. The dress code is business casual with the occasional suit or equivalent needed for client meetings.

We currently have two larger offices in Shelton, CT, and Melville, NY, and smaller offices in Glastonbury, CT, Manhattan, NY, Fulton, MD, Virginia Beach, VA, and Knoxville, TN.