What are the responsibilities and job description for the Client Service Associate position at H Cap Connect, LLC?
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.
About our Client
Located in the Bridgeville, Pennsylvania area, this firm is a client-centered financial services firm dedicated to providing personalized strategies for individuals navigating the complexities of personal finance. Emphasizing a team approach, they offer tailored solutions in investments, retirement planning, and insurance, ensuring each client receives undivided attention from planning through execution. Committed to proactive practice guidance, our client strives to anticipate and address financial challenges, helping clients stay on track toward a meaningful, purpose-driven financial future.
What You’ll Do Here
- 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.
The Requirements of the Job
Compensation
