What are the responsibilities and job description for the Client Services Associate position at Davis Wealth Advisors?
Company Description
Davis Wealth Advisors is a fee-only financial planning and wealth management firm located in Salem, NH. Our advisors offer a holistic view of financial life to help clients make informed decisions and live their lives to the fullest. We provide guidance and education to clients experiencing a transition, such as a business sale or retirement.
Role Description
This is a part-time on-site role for a Client Services Associate at Davis Wealth Advisors in Salem, NH. The Client Services Associate will be responsible for client services, customer support, communication, customer service, and assisting with finance-related tasks on a day-to-day basis.
Qualifications
- Client Services, Customer Support, and Customer Service skills
- Strong communication skills
- Knowledge of finance principles
- Ability to prioritize and multitask effectively
- Attention to detail and problem-solving skills
- Experience in financial services industry is a plus
- Bachelor's degree in Finance, Business, or related field
Salary : $30,000 - $70,000