- Deliver exceptional customer service to clients through personalized outreach and professional communication
- Support our financial planning process by collecting and coordinating information
- Prepare investment account paperwork and manage the transfer of assets
- Respond promptly to client service requests, troubleshoot service issues, and provide effective solutions
- Assume cashiering function with custodians, ensuring accurate and efficient financial transaction processing
- Interface with custodians to complete new account applications and various account maintenance items, process cash and securities transactions, follow up as needed
- Update and maintain client status and information within CRM and all internal systems and reports
- Monitor and streamline workflows for client service and business operations tasks
- Proactively communicate with advisory team, providing updates and addressing concerns
- Conduct research, prioritize issues, and follow up on incoming inquiries
- Proactively manage schedules and prioritize appointments for efficient operations
- Manage all marketing activities including:
- Creating and sending birthday, anniversary, get well, and special occasion cards to clients
- Sending gifts or flowers for special birthday, anniversary, or significant milestone events
- Coordinating all details related to holiday gifts
- Manage online marketing strategies (i.e. social media, basic website maintenance, etc.)
- Coordinating all logistics related to client and prospect events
- Assist with other duties and projects, research requests and operation follow-up items as assigned
- Contact home office and product sponsors to resolve errors as needed
The ideal candidate:
- College graduate highly preferred, or equivalent work experience
- 2+ years' experience supporting a financial advisor or similar setting highly preferred; will consider general administrative backgrounds as well
- Client-focused mindset with a commitment to delivering exceptional service and responding to clients in a timely manner
- Excellent follow-through and communication regarding status of open items
- Highly organized, with an absolute attention to detail
- Editing and writing skills to initiate, compose, format, proofread and carefully edit various professional business documents and correspondence
- Strong time management skills; Ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions
- Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues
- Intermediate computer skills and experience in using Microsoft Office suite, email, internet, databases, and other standard office desktop applications including client relationship management systems
- Ability to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutions
- Basic knowledge of financial markets preferred
- Securities industry experience and licensing are a plus but not required
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Description
We are a boutique wealth management firm, supporting generations of families, institutional clients and foundations. We are service-oriented, and our clients stay with us because of the incredible care they receive. We have a blended business and always do what is right for the client, including financial planning, investment management, retirement plan advisory, and more. No matter the phase of life; we are here to steer and guide our clients, allowing them to live well now while still saving for a more secure financial future. We are a close team and support each other to achieve this mission
We are expanding our team by hiring a Client Service Associate. You will support our advisors, our clients, and our continued growth, ensuring smooth firm-wide operations centered on client service including client-specific, account-specific, and general business functions. This position is responsible for facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching, and resolving client service issues, and preparing required documents. You're an administrative pro who wants to be more and do more. You are organized and able to work independently while thoroughly enjoy being part of a team. You love organizing paper and projects and enjoy filling out forms meticulously. You're a go-getter when it comes to follow through and details rarely slip your grasp. You take immense pride in your work.
This position will support the office in in the following ways:
