What are the responsibilities and job description for the Wealth Management Associate position at Bright Lake Wealth Management?
Work Environment
We are a dynamic and fast-paced organization that values teamwork and collaboration. Our office is located in Roseville, CA, and we are seeking a highly skilled and detail-oriented Client Service Administrator to join our team.
About the Role
This is an exciting opportunity to work in a fast-paced environment and contribute to the growth of our business. You will have the opportunity to develop long-term relationships with clients and work closely with our advisors to provide administrative support.
Responsibilities
* Receive and respond to incoming client service calls in a friendly and professional manner
* Complete each service request and resolve client issues in a timely and efficient manner
* Input notes into our CRM system and maintain accurate records
* Coordinate and follow up on client transfers and updates
* Review applications prior to submission and ensure accuracy
* Prepare client review summaries for upcoming appointments and maintain professional communication with clients and staff
* Assist with client updates, reports, and mailings as needed
Requirements
* Associate's degree or equivalent experience preferred
* Financial industry experience a plus
* Strong organizational skills and attention to detail
* Excellent communication and interpersonal skills
* Ability to work independently and within a team environment
* Proficient in MS Office Suite and MAC platforms
* Ability to meet deadlines and work under pressure
Benefits
We offer a competitive salary range of $24-$28 per hour based on experience, as well as benefits including 401K, health insurance, PTO, paid holidays, and sick leave. Additionally, we offer opportunities for professional growth and development.
We are a dynamic and fast-paced organization that values teamwork and collaboration. Our office is located in Roseville, CA, and we are seeking a highly skilled and detail-oriented Client Service Administrator to join our team.
About the Role
This is an exciting opportunity to work in a fast-paced environment and contribute to the growth of our business. You will have the opportunity to develop long-term relationships with clients and work closely with our advisors to provide administrative support.
Responsibilities
* Receive and respond to incoming client service calls in a friendly and professional manner
* Complete each service request and resolve client issues in a timely and efficient manner
* Input notes into our CRM system and maintain accurate records
* Coordinate and follow up on client transfers and updates
* Review applications prior to submission and ensure accuracy
* Prepare client review summaries for upcoming appointments and maintain professional communication with clients and staff
* Assist with client updates, reports, and mailings as needed
Requirements
* Associate's degree or equivalent experience preferred
* Financial industry experience a plus
* Strong organizational skills and attention to detail
* Excellent communication and interpersonal skills
* Ability to work independently and within a team environment
* Proficient in MS Office Suite and MAC platforms
* Ability to meet deadlines and work under pressure
Benefits
We offer a competitive salary range of $24-$28 per hour based on experience, as well as benefits including 401K, health insurance, PTO, paid holidays, and sick leave. Additionally, we offer opportunities for professional growth and development.
Salary : $24 - $28
