Overview:

At Paradigm Wealth Partners, we are committed to providing exceptional wealth management services to our clients. We are currently seeking a dedicated and detail-oriented Client Service Associate to join our team. This role is pivotal in maintaining and enhancing client relationships through excellent service and support.

Responsibilities:

• Assist clients with account setup, maintenance, and support.
• Respond to client inquiries via phone, email, and in-person meetings, ensuring prompt and accurate resolutions.
• Prepare and distribute client documents and reports, maintaining confidentiality and compliance with regulations.
• Collaborate with financial advisors and portfolio managers to gather client information and investment updates.
• Schedule and confirm appointments for clients with financial advisors.
• Assist in the preparation of presentations and materials for client meetings.
• Maintain comprehensive records of client interactions, transactions, and paperwork.
• Execute transactions and client requests.
• Participate in ongoing training and professional development opportunities to stay updated on industry standards and technologies.

Qualifications:

• Bachelor’s degree in Finance, Business Administration, or related field preferred.
• Minimum of 2 years’ experience in client service, preferably in finance or wealth management.
• Excellent communication and interpersonal skills, with a focus on client satisfaction.
• Strong organizational skills and attention to detail.
• Experience in Microsoft Office
• Ability to work in a team-oriented environment and manage multiple priorities.
• Knowledge of financial services and securities industry regulations is a plus, but not required.

Benefits:

• Competitive salary and benefits package.
• Retirement plan options.
• Opportunities for career advancement and professional growth.
• Supportive and collaborative work environment.

Job Type: Full-time

Pay: From $46,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Life insurance
• Paid time off

Compensation package:

• Bonus opportunities
• Profit sharing
• Yearly bonus

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Chattanooga, TN 37405 (Required)

Ability to Relocate:

• Chattanooga, TN 37405: Relocate before starting work (Required)

Work Location: In person