What are the responsibilities and job description for the Client Service Associate position at Drown Financial Services?
COMPANY
Drown Financial Services, located in Columbia, MD, provides their clients with comprehensive financial planning, investment advice and risk management services.
POSITION SUMMARY
The Client Service Associate position is an exciting opportunity to make an impact by providing world-class service and support to assist clients in achieving their financial goals. This candidate will perform administrative and marketing tasks, provide a high-level of customer service, and be responsible for other office support activities. This individual will work directly with the Investment Advisor Representative and Operations Manager. The work environment is one of a family atmosphere focused on providing the highest level of service and professionalism.
DUTIES AND RESPONSIBILITIES
- Prep materials for all client meetings
- Execute client/advisor service requests and follow-up activities
- Maintain the advisor’s calendar
- Update and maintain client relationship management database (CRM)
- Scanning and data entry in financial planning software
- Interface with existing and new clients
- Field incoming telephone calls and emails
SKILLS, ABILITIES & PERSONAL TRAITS
- Strong work ethic
- Ability to take direction and work unsupervised
- High degree of honesty and integrity
- Highly tech-savvy
- Strong organizational, follow-through and analytical skills
- Ability to prioritize numerous time-sensitive tasks
- Excellent listening and communication skills
- Proficiency in Microsoft Office, particularly Word, Excel and Outlook
EDUCATION & EXPERIENCE REQUIREMENTS
- 2 years of college or administrative experience
- Experience in the financial services industry a plus
- Special consideration will be given to candidates who have experience with: Fidelity, Cetera, Redtail, DocuSign, LaserApp, or eMoney
BENEFITS
This career opportunity is a full-time position with salary commensurate on experience ($52,000 – 57,500). A comprehensive benefit package is provided which includes Health insurance, Dental & Vision, Group Life Insurance, Short Term Disability Insurance, 401k with safe harbor employer contributions.
Job Type: Full-time
Pay: $52,000.00 - $57,500.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
Salary : $52,000 - $57,500