Client Service Associate

Sound Harbor Wealth Partners is a nationally recognized team in a boutique firm with the backing from a Fortune 500 infrastructure. Small yet mighty, we work collectively as a team to ensure our clients’ needs are met. As we are evolving, we are seeking a Client Service Associate who thrives in a team environment. The ideal candidate is also strong in both communication and back-office operations/administration.

Are you ready to connect? Read on and apply below.

• Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.
• Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
• Open new client accounts, process money movement, and research information as needed
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Placing trades as directed by, and on behalf of Wealth Partner
• Performs other duties and responsibilities as assigned.
• Manage and oversee office inventory

• Company’s working structure, policies, mission, and strategies.
• General office practices, procedures, and methods.

• Client Relationship Management (CRM) software, or similar contact management software.
• Microsoft Office 365 applications
• Effective communication across multiple client platforms (in-person, virtual, phone and mail)

• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
• Identify time sensitive items and assess competing priorities.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Provide a high level of customer service in a calm, professional manner.
• Use mathematics sufficient to process account and transaction information.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.

Sound Harbor Wealth Partners and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.