Client Service Associate

Heck Capital Advisors, LLC is an independent investment advisory firm with a strong foundation. We have been serving individual and institutional clients with comprehensive investment services from the heart of Wisconsin, where Robert Heck first began the family’s investment legacy in the 1950’s. Heck Capital’s managers and advisors offer small-town values and an exceptional work ethic with competitive investment services for our clients. Client referrals are a testament to our work and have allowed us to cultivate a national reach with over $10 billion of assets under management, consultation, and advisement. High level client service and exceptional work ethic has helped build client relationships in 40 states with offices in Rhinelander WI, Milwaukee WI, Green Bay WI, and Minneapolis MN and Scottsdale AZ.

JOB CHARACTERISTICS

· Job Level: Associate

· Type of Position: Full

· Exempt

· Anticipated Start Date: 2025

ESSENTIAL JOB FUNCTIONS

The Client Service Associate/Operations Assistant is an integral part of the Operations and Client Service team. The position is responsible for assisting all team members in all aspects of the firm with an emphasis on Operations and administrative processes. This position would also be responsible for providing support for the Compliance Officer, and Analytical Department. We are seeking a candidate that is highly motivated, takes initiative, has a positive attitude, willing to work in a fast-paced environment and willing to take on new tasks and assignments. Job functions will include, but are not limited to:

· Provides administrative support for client service team

· Assisting with administrative and operational duties in relation to client accounts, including but not limited to; money movements, data gathering & reporting, mailings, filing, scanning, copying, data entry, assistance with account reconciliation.

· Supports the Advisors by helping clients in person and on the telephone in a professional courteous manner. Shares responsibility for answering telephones, answering general questions, screening and routing calls.

· Works with portfolio management software to provide analysis, input, and maintenance of critical data. This includes creating and maintaining CRM data for clients, inputting data and notes, and running reports.

· Assists in preparation of client reports

· Misc. tasks as needed

REQUIREMENTS

· Associates degree preferred (or equivalent experience)

· Excellent oral, written, and interpersonal communication skills

· Computer skills: Typing, Microsoft Office, Client Relationship Manager (CRM), and the ability to learn and adapt to changes in technology. Software specific training will be provided upon hire

· Ensures utmost confidentiality with respect to information pertaining to clients/potential clients

BENEFITS

Enjoy peace of mind with comprehensive insurance coverage, including health, dental, vision, short-term and long-term disability. Embrace work-life harmony with generous leave and holiday benefits, including sick leave and paid holidays/vacations. Secure your future with a matching 401K retirement plan and a Health Savings Account (HSA), ensuring financial stability and proactive health management. Enjoy sponsored certifications, health memberships, and a cell phone subsidy to enhance your well-being and job satisfaction.

HOW TO APPLY

Send Resume’ and Cover Letter to:

Heck Capital Advisors

Attn: David Heck

Email: heckcapital@heckcapital.com (Subject: Client Service Associate)

PO Box 738

Rhinelander, WI 54501

Job Type: Full-time

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Vision insurance

Work Location: In person