Client Service Associate

An exceptional client in the Avon area has an opportunity for a Client Service Associate. This position is an integral part of the team. The associate supports the Financial Advisor, works closely with clients, and communicates directly with them to ensure they receive the required services. The associate is responsible for client contact and follow-up. 

ESSENTIAL RESPONSIBILITIES:  The day-to-day duties of the Client Services and Investment Associate include, but are not limited to:

• Build relationships with clients.
• Follow-up with clients after meetings with advisors to ensure proper paperwork is received, accounts are set up, etc.
• Schedule client appointments.
• Prepare documents for client meetings.
• Record detailed notes of all client interactions and meetings.
• Maintaining the CRM (Client Relationship Management) database.
• Compose correspondence to clients.
• Scan and index all documentation for the office.
• Adhere to all industry regulations and stay abreast of updates and changes.
• Perform administrative duties as needed (greeting clients and/or answering phones).
• Other duties as required.

QUALIFICATIONS:  The Client Service Associate must be independent, motivated, proactive, and focused.  Must be able to operate in a fast-paced environment while being detail-oriented.  Critical to the enhancement of the client experience by focusing on servicing and growing the business. 

EDUCATION AND EXPERIENCE:  A Bachelor’s degree in Business or a related field is preferred.  A minimum of 2 years of experience working in a wealth management firm.

KNOWLEDGE, SKILLS & ABILITIES:  To ensure success in this position, the Client Service and Investment Associate must possess the following:

• Must be proficient with Microsoft Office Suite and can work with various database and financial software.
• Series 6 or 7 and life and health are a plus.
• Must be able to work within a team environment. 
• Strong people skills and ability to relate to clients, vendors, and all Associates.
• Excellent written and oral communication skills.
• Possess excellent problem-solving skills.
• Excellent organization and time management skills.
• A mature attitude and professional presentation.
• Able to be proactive and a self-starter.