What are the responsibilities and job description for the Client Service Associate position at Drive Wealth Advisers?
Job Summary
Drive Wealth Advisers is seeking a dedicated and professional Client Service Associate to support our team in delivering outstanding service to our valued clients. This role is essential to creating a welcoming and efficient experience for clients and involves various administrative and client service tasks to support our advisers.
Key Responsibilities:
-Assist our financial advisors in onboarding new clients by preparing account opening paperwork and walking clients through the process.
-Meet and greet clients, ensuring they feel welcomed and valued.
-Handle incoming phone calls, providing information and assistance as appropriate.
-Prepare, organize, and manage paperwork efficiently.
-Update and maintain CRM records (Salesforce).
-Assist advisers with client requests in a timely and professional manner.
-Support client onboarding, ensuring a smooth and organized process.
-Perform additional assignments as needed to support the firm’s operations.
About Drive Wealth Advisers:
Drive Wealth Advisers is a fee-based, SEC-registered investment advisory firm focused on providing fiduciary guidance to business founders, executives, and high-net-worth families. Our firm was established to advise wealth creators through the complex landscape of financial decisions, offering a trusted partnership in achieving financial success.
Benefits:
-Medical benefits
-401(k) retirement plan
-Competitive pay: Based on qualifications and experience
Qualifications:
-Basic understanding of the financial industry and experience working with Fidelity and Charles Schwab.
-Proficient in Microsoft Office and Salesforce.
-Excellent communication and customer service skills.
-Self-motivated with a proactive approach to tasks.
-Highly organized with a keen attention to detail.
If you are a professional, client-focused individual with a passion for supporting client success, we encourage you to apply and join our team at Drive Wealth Advisers.
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Lehi, UT 84043 (Preferred)
Ability to Relocate:
- Lehi, UT 84043: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000 - $75,000