Client Service Associate

Job Title: Client Service Associate

Reports to: Matthew P. Thiel, MBA

FLSA Status: Non-Exempt

About Signature Wealth Strategies - We are a world class team of dedicated professionals using our God-given gifts to benefit others. By working together, we will succeed in following our three guiding principles: A commitment to our FAITH, treating clients like FAMILY, and being fully invested in our local COMMUNITY: As team member, you will be part of the daily success of our practice by living our vision and values, executing of our mission, maintaining strong client relationships and expanding our community impact.

The Vision of Signature Wealth Strategies is To be a God-centered óWorld class practice

The Main Purpose of the Client Service Associate: This position is responsible for supporting our vision of a world class client experience while supporting a positive office environment and a growth focused team.

Key Outputs/Results:

Client Experience (40%)

• Manage our Touchpoint management system to include client scheduling confirms
• Be the face of the office by meeting, greeting, and seating all clients and visitors
• Update CRM records on client profiles and preferences
• Submit, maintain, and access vital records in CLIENT VAULT
• Track and report on special touches for clients
• Support new client acquisition by updating and sending our Team Introductory Package
• Order and deliver new client gifts
• Provide orientation to new and existing clients for Raymond James Client Access (online)
• Prep and send all birthday, special occasion, and Christmas gifts and cards to clients
• Other duties as assigned to provide the best possible client experience

Team Support (30%)

• Be a first responder to mail, telephone, fax, and e-mail correspondence
• Responsible for keeping office common areas tidy and welcoming
• Maintain, update, and present key team metrics on a monthly basis
• Support Wealth Advisors by preparing content for Signature Wealth Updates and Plans
• Support Wealth Advisors by reviewing and submitting CE credits and licensing requirements
• Monitor and maintain office equipment, inventory supplies and order replacement supplies
• Organize catering, coffee, or other refreshments as needed
• Perform other duties, as assigned, to build team unity and performance

Client Fulfillment (15%)

• Provide administrative capacity to allow the team to grow, over time
• Support our insurance process by submitting and tracking applications
• Become a subject matter expert for periodic client needs to include: Account opening and maintenance, Asset movement, Year-end tax information, and Insurance and annuity product support
• Provide prompt and professional resolutions to client inquiries
• Support new client onboarding
• Perform other duties as assigned

Branding and Marketing (15%)

• Work with the team to support our website and social media presence
• Be a backup for core marketing and communication processes such as Matt on the Markets
• Promote the work we do in the community
• Assist as needed with marketing initiatives such as client events and business development activities

Education and Experience:

• Excellent verbal and written communication skills.
• Professional and tactful interpersonal skills with the ability to interact with a variety of personalities.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with proven ability to meet deadlines.
• Extremely proficient with Microsoft Office Suite or related software.

What you bring to the job:

• A desire to use your God-given gifts to benefit others
• A commitment to your Faith
• Ability to work productively in a team environment
• High Integrity
• Attention to detail
• Organizational Skills
• Punctuality
• Excellent work ethic
• Ability to establish and maintain effective working relationships

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Customer service: 1 year (Required)

Ability to Commute:

• High Point, NC 27262 (Required)

Ability to Relocate:

• High Point, NC 27262: Relocate before starting work (Required)

Work Location: In person

Salary : $45,000 - $50,000