Client Service Associate

Kickstand Wealth Advisors
, a successful wealth management firm based in Pittsford, NY, is seeking to expand its team of financial professionals. The Client Service Associate position requires an individual who is extremely detail-oriented, possesses strong interpersonal skills, and enjoys working closely with clients and other teammates on a daily basis.

We are a growing company, and there is a path for future advancement. Kickstand encourages growth and wants future teammates to succeed.

• Work closely with a team of Financial Advisors to establish and maintain client relationships.
• Assist the team in account opening, account transfers, and ongoing account maintenance.
• Prepare and ensure new business paperwork processes, including preparing forms, obtaining appropriate signatures, preparing documentation, and coordinating money movement.
• Documents client meetings and action items and implements follow-up items.
• Manage team member schedules along with setting up client meetings.
• Prepare client reports and update client information as needed for review meetings.
• Support the company’s marketing strategy by maintaining marketing materials, planning client events, and recognizing client milestones.

• Must be someone who takes initiative, is highly disciplined, and is team-oriented.
• Ability to connect and build relationships with clients.
• Ability to prioritize projects and manage time.
• Must be well-versed in the Microsoft Suite, especially Excel.
• Strong interpersonal skills and client service experience required
• Ability to enter data efficiently and effectively into application software.
• Enjoys optimizing workflow and designing ways to improve productivity

• Financial Advisory services (is a plus)

• Experience in Schwab Advisor Center and Black Diamond (or other industry software)
• Notary License
• Experience with Adobe Pro

Pay
: $60,000 - $85,000 per year

• 401K plan with company match and profit share
• Health, Dental, and Vision Insurance
• Company-paid Life and Disability Insurance
• Vacation and paid time off

• Excellence
  - We are high achievers and want to work alongside other high achievers.
• Detail-oriented:
  We strive to deliver excellence in everything we do. Quality work and going the extra mile are highly valued.
• People-oriented:
  We care deeply about our clients and our team. The work environment is one in which we take great satisfaction in positively impacting the lives of everyone involved.
• Team-oriented:
  We value input and actively seek it. We carry the load for each other when needed and collaborate often.