Client Services Assistant

JOB DESCRIPTION

Employee title: Client Services Assistant

Date updated: 2/27/2025

Reports to: Operations Manager

Summary of responsibilities: This position is responsible for assisting the advisors with scheduling, client relations, and experiences.

Principal responsibilities

• Coordinate aspects of client meetings/prepare meeting reports
• Work the front desk, welcome and greet clients, and coordinate meeting room schedules
• Perform merges for mailings, as directed by advisor
• Assist in organizing an annual client appreciation event; coordinate all aspects of the event
• Coordinate production and mailing of bi-monthly market updates
• Maintain and update the firm’s informational brochures and other firm stationery
• Update CRM system with prospect names
• Use CRM system to maintain regular contact with clients
• Manage and update the firm’s website and social media accounts
• Track all referrals and thank all those who have made a referral
• Anticipate advisor’s needs and handle them proactively
• Make suggestions to systematize and improve firm’s review processes and marketing tactics
• Support special projects for the firm as needed

Required knowledge/skills/competencies

• An amazing attitude and extraordinary customer service skills
• Outstanding computer skills and Microsoft Office suite (Word, PowerPoint, and Excel)
• Ability to think conceptually and exceptional attention to details
• Excellent organizational and time management skills
• Ability to handle multiple tasks, operate under tight deadlines, and prioritize appropriately
• Willingness and ability to learn new skills and subject matter
• Enjoy interacting with people face-to-face and over the telephone

Additional Long-Term Roles

• Learn to process business (investment accounts, insurance, etc)
• Ongoing client service, updating accounts, money movement
• Schedule meetings and reviews for advisor
• Manage review schedules
• Update CRM

Job Type: Part-time

Pay: $15.00 - $20.00 per hour

Expected hours: 25 – 40 per week

Schedule:

• Monday to Friday
• No nights
• No weekends

Work Location: In person

Salary : $15 - $20