- Provide an excellent client experience for clients through various touchpoints
- Client records maintenance and retention
- Financial data entry
- Attend meetings to assist with data gathering
- Assist in preparing account reviews and investment proposals
- Assist with preparing reports and presentations as needed
- Coordinate client meetings and follow up on action items
- Regularly communicate with clients in person, over the phone, and via email.
- Service existing client accounts
- Support Ops team with client onboarding, new business, and ongoing service
- Financial services experience preferred but not required
- Ability to cultivate a fantastic client experience
- Working knowledge in Advisr360 or other CRM
- Strong oral and written communication skills
- Competitive Salary and benefits package
- Work/life balance
- Culture that values growth, teamwork, and innovation
- Opportunities for professional development and career advancement - the Firm has a proven history of long time employee retention and growth
- Access to resources, mentorship, and ongoing learning opportunities
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Client Service Associate - Dallas, United States - Smart Business Concepts
Description
Our Client, a Wealth Management Firm, is looking for a Client Service Associate. They're looking for someone who is detail oriented and passionate about creating a great client experience.
Job Description and Duties:
Requirements:
Benefits:
The team-oriented culture promotes open communication, mutual respect, and shared commitment to excellence, allowing individuals to thrive and succeed with access to ongoing training, and mentorship from industry experts. Employees have the resources and support they need to advance their careers and achieve their full potential. We offer a dynamic and collaborative work environment that fosters professional growth, innovation, and a strong sense of community. Join us in making a difference in the lives of our clients and shaping the future of financial services rooted in our values of service, teamwork, and balance.