What are the responsibilities and job description for the Client Service Associate position at Delap LLP?
Do you want to join a winning team? Delap LLP, one of Oregon's largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and confidence to client decisions. Delap Wealth Advisory was recently named as a top 10 fastest growing firms in America. Opportunity abounds!
The Client Service Associate is responsible for new wealth management client onboarding, preparing client reports and for maintaining contact with clients to provide or obtain updated information, schedule meetings with teammates, troubleshoot problems, and proactive communication with the custodian. This team member will regularly be the firm's conduit of our genuine care for the comfort of our clients. Ultimately, the anticipatory service provided by this role delivers a differentiated client experience.
Delap Core Values :
Engagement - Bring energy, excitement, and positivity to the job. Commit to high levels of quality and client service. Be willing to go above and beyond.
Teamwork - Take time to teach, encourage, and support others. Effectively communicate and actively collaborate. Focus on team success.
Adaptability - Seek opportunities to learn and continually improve. Request feedback and use it to grow. Adjust to challenges to necessary changes with flexibility.
Delap Wealth Advisory Culture :
- We do only first-class business and only in a first-class way.
- We take a long view of relationships because we are in the relationship business.
- We are all different, we recognize that, and we win.
- We celebrate the good times.
- We do it for the team and for the client.
- We play to win and have fun.
Duties and Responsibilities :
Qualifications :
The Client Service Coordinator position typically requires the following qualifications :
Benefits & Compensation
EEO Statement :
Delap LLP 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.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Other Duties :
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
