Client Services Associate

BridgeQuest Wealth Strategies is an independent financial planning firm focused on assisting clients through major life transitions. We’re growing – and we’re looking for a driven, organized, multi-talented individual to join our team. Our ideal candidate is someone with a solid administrative background in the financial services industry who is tech-savvy, infinitely organized and responsible. When applying, please attach your resume and provide a brief cover letter explaining why you would be a good fit for the position.

Wondering what your job will look like? As Client Services Associate, you will assist with administrative functions, office organization, client services, and operational support for a small team. Your contribution will play an integral part in the day-to-day operations of our business and will be a vital role in ensuring our clients are well taken care of and fully satisfied with our services. You’ll be responsible for a wide variety of tasks, as outlined below:

Support to Operations

• Prepare for client meetings – update client data, run reports, and assemble meeting folders
• Maintain client records – post meeting clean-up of physical and electronic files
• Assist with the tracking of new accounts, pending transfers, and money movement
• Data entry and upkeep of our CRM, ensuring a high level of accuracy
• Run reports (export/edit into readable format) for team members
• Help clients with our online portal, Investor360°, including initial setup, training, and troubleshooting
• Serve as an extension of the team, tackling a wide breadth of tasks and responsibilities so that we can focus on other areas as necessary

Administrative Duties

• Lead efforts for client care objectives, including birthday cards, milestone gifts, etc.
• Answer calls, greet visitors, and respond to client questions in a timely and professional manner
• Schedule appointments via phone, email, and online scheduling system
• Provide administrative support including mail, document organization, and general cleanliness and organization of the office
• Ensure all compliance requirements have been met
• Manage company calendar and assist with scheduling both internal and external meetings
• Point-person for third-party software (Constant Contact, OnceHub, social media accounts)
• Plan client appreciation events (did we mention we like to have fun?)
• Provide administrative and technical assistance for financial advisors

What Makes You an Ideal Candidate?

• Minimum 5 years administrative experience required, preferably in the financial industry
• Excellent verbal and written communication skills
• Proficient in Microsoft applications (Excel, Word, Outlook)
• Aptitude to learn new software and programs
• Adept problem solver
• Strong attention to detail and accuracy
• Ability to work both independently and in a team environment
• Exhibit high level of professionalism
• Willingness to tackle unexpected tasks throughout day
• Background check required

Let’s Talk Logistics

• Annual Salary: $60,000 - $75,000, based on experience
• 9:00 AM to 4:30 PM, Monday-Friday in office. If preferred, a hybrid schedule (remote two days/week) will be considered after a 90-day training period.

Benefits… and A Great Culture Too

• Paid Holidays and PTO Accrual
• Health, Dental, and Vision Insurance
• Quarterly Bonus Potential, based on profitability and net sales of the firm
• 401(k) Match
• “Good Coffee Mondays”