Client Services Associate - Meridian, United States - Purple Ink LLC

Description

Are you someone who has a gift for building relationships? Do you find yourself excited to manage the daily operations of a company? Do you have a desire to go above and beyond to serve both clients and your team? If so, this could be the right opportunity for you.

Our client is a growing wealth management firm specializing in retirement financial planning services for local families. They are committed to exceptional client experience and have become the preferred firm in their area.

The Client Services Associate will play a pivotal role in supporting daily operations. The right candidate for this role is a go-getter who enjoys challenges and can anticipate the needs of clients and co-workers.

Benefits of the Client Services Associate

• Salary of $40,000-$45,000
• Unlimited PTO Policy
• Quarterly Bonuses
• Health Insurance
• Life/Disability Insurance
• 401K Match 3%
• Profit Share Component
• Pension/Cash Balance Plan

Responsibilities of the Client Services Associate

Reception and Office Environment

• Greet clients and visitors with a warm and welcoming demeanor.
• Field all incoming calls, documenting notes, and directing inquiries to the appropriate team members.
• Ensure the office environment is always clean, tidy, well-stocked, and presentable.

Client Coordination

• Assist in coordinating client meetings, appointments, and event scheduling.
• Maintain and update client records and appointments efficiently.
• Preparation of and assisting clients in signing financial, tax, estate, and other forms.
• Proactively identify ways to enhance the clients experience at every touch point.

Event Planning

• Lead efforts in the planning and execution of client events & company volunteer days.
• Develop and execute internal employee recognition, including birthdays and anniversaries.

Company Support

• Attend to the needs of advisors and other team members, assisting with administrative tasks.
• Prepare reports, documents, and presentations for advisors as required.
• Assist in company-wide initiatives and projects.

Administrative Duties

• Provide general administrative support, including data entry, filing, mail/shipping, etc.
• Manage office supply inventory.

Qualifications of the Client Services Associate

• 3+ Years experience as an office assistant or in a client-facing role.
• Ability to work 8:30 AM to 5:00 PM in the office M-F.
• Possess and demonstrate the company's core values at all times.
• Show integrity and honesty in all situations.
• Display a professional and positive attitude and demeanor.
• Be driven to succeed personally and help the company succeed.

This is an Equal Employment Opportunity.