Client Services Associate - Madison, United States - Premier Path Wealth Partners

Premier Path Wealth Partners Madison, United States

1 week ago

Description

About the job

The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. When needed, the CSA will also support other aspects of the business, which may include operations, marketing, client & and performance reporting.

Duties and responsibilities include but are not limited, to:

Provide timely and exceptional client service with flawless execution on requests, inquiries, and transactions such as money movement, security transfers, account maintenance, online access assistance, and additional duties as needed.

Responsible for the new account onboarding process for clients consisting of preparing & and gathering completed documents, processing applications on the custodian platform, and any additional work as required.

Accountable for making proactive weekly client phone or email contact to enhance and grow the client relationship.

Support the team in preparation for client meetings.

The ideal candidate is thorough in their work, operates with a high attention to detail, and has strong communication, organization, time management, and problem-solving skills.

Qualifications:

Strong verbal, written, and interpersonal communication skills.

Strong competency with Microsoft Outlook, Word, Excel, and PowerPoint

Education Bachelors degree in business-related fields (Required)

Preferred - 2+ years of client service experience.

Skills and Abilities:

Ability to adapt to a rapidly changing and fast-paced business and technology environment.

Energized by being challenged and continuing to learn and develop

Ability to work effectively independently, and in a team environment.

Effective organizational, multi-tasking, and prioritizing skills with a can-do approach to work.

Enjoy working autonomously in creative problem-solving

Salary: Based on relevant experience.

About Premier Path:

Premier Path values excellence with an aggressive pursuit of growth. We empower our team members to exceed expectations by providing an environment of autonomy, accountability and innovation. Rooted in integrity, collaboration, and grit, we are fierce advocates for our clients.

To foster a culture of entrepreneurship, we award our associates by making them owners of the firms success by sharing in our growth and profits.

Our family-like culture embraces a lifetime of learning, where your dedication fuels continuous improvement and unparalleled success.

We invest in our employees and offer competitive Health & Retirement Benefits This full-time position is required on-site at our location in Madison, NJ.

Premier Path provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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