What are the responsibilities and job description for the Client Services Associate position at Harkins Wealth Management?
Company Description
Harkins Wealth Management is a fee-only fiduciary wealth management firm specializing in ESG (Environmental, Social, and Governance) investing. Our mission is to empower individuals and families to achieve their financial goals while aligning their portfolios with their values. With a collaborative and client-focused approach, we aim to make a meaningful impact in the financial services industry. Our focus is on high net worth individuals with a specific focus on the education and medical professions.
Job Overview
We are seeking a motivated and detail-oriented full time, on-site Client Services Associate to join our team of three advisors and two staff members. The Client Services Associate will be responsible for providing client services, advisor support, and an excellent client experience. This is an excellent opportunity to understand the financial planning profession from an operations viewpoint with opportunities for growth. Primary responsibilities will include scheduling and responding to client requests.
Duties
- Organize and handle income email, text and messaging inquiries.
- Manage client accounts by analyzing their needs, providing tailored solutions, and maintaining accurate records in Wealthbox
- Work with the team to conduct regular check-ins with clients to gather feedback, address concerns, and ensure ongoing satisfaction.
- Support the onboarding process for new clients, ensuring a smooth transition and thorough understanding of our services.
Skills Qualifications
- Experience with a client relationship management system including workflows and task management
- Excellent verbal and written communication skills to effectively convey information to clients.
- Knowledge of, or experience in, Financial Services
- Detail-oriented and organized
- A proactive approach to problem-solving with a keen attention to detail.
- Strong organizational skills with the ability to manage multiple tasks simultaneously.
- Proficiency in Microsoft Office suite
- Bachelor's degree
Join us as a Client Services Associate where you can make a significant impact on our clients' success while growing your career in a supportive environment.
Job Type: Full-time
Pay: $53,959.00 - $56,742.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Paid training
- Vision insurance
Compensation Package:
- Bonus opportunities
- Profit sharing
Schedule:
- Monday to Friday
Education:
- Bachelor's (Required)
Ability to Commute:
- Providence, RI 02906 (Required)
Ability to Relocate:
- Providence, RI 02906: Relocate before starting work (Preferred)
Work Location: In person
Salary : $53,959 - $56,742