What are the responsibilities and job description for the Client Services Associate position at AFE Private Wealth?
Client Service Associate at a AFE Private Wealth
Do you want to love coming to work? Do you like bringing a great experience together? Do you want to be part of our A team? We are seeking a Client Service Associate who is driven, passionate, and eager to make a significant impact. If you thrive in a fast-paced environment and have a desire to achieve great things for yourself, your team and our clients, this is the perfect opportunity for you!
What you'll do:
- Process Client Service Needs: Efficiently handle client requests and ensure their needs are met with the highest level of service.
- Manage Paperwork: Accurately complete and process all necessary documentation to support client accounts and transactions.
- Set Appointments: Coordinate and schedule meetings between clients and advisors, ensuring seamless communication and preparation.
- Team Interaction: Collaborate with various teams within the firm to provide comprehensive support and maintain smooth operations.
What's in it for you:
- Growth Opportunities: Be part of a firm that is expanding rapidly, offering numerous opportunities for career advancement.
- Supportive Environment: Work in a collaborative and supportive atmosphere where your contributions are valued and recognized.
- Impactful Role: Play a crucial role in keeping the wheels on the bus turning smoothly, ensuring our firm runs efficiently.
- Benefits: We take care of our people like we take care of our clients with a 401k, health insurance, PTO, competetive income and fringe benefits.
Who you are:
- Drive and Ambition: A strong desire to excel and achieve greater heights in your career.
- Attention to Detail: Meticulous and organized, with the ability to manage multiple tasks efficiently.
- Excellent Communication Skills: Strong interpersonal skills to interact effectively with clients and team members.
- Team Player: A collaborative spirit, ready to work closely with different teams to achieve common goals.
Join us and be the backbone of our organization, driving our success and helping us reach new heights.
If you’re ready to take on this exciting challenge, we’d love to hear from you! Simply click this link and select the Client Service Associate position to complete a 5-10 minute survey and email ryan.f@afewealth.com with your resume.