What are the responsibilities and job description for the Client Relations Associate position at Hungerford?
Description
As a key member of our practice, the Client Relations Associate position will assume an important role in providing a variety of support to our clients and financial planning team. Day-to-day responsibilities may include maintaining accurate documentation, coordinating account transfers, scheduling and preparing for client meetings, and other duties as assigned. This opportunity is great for individuals who understand the importance of flexibility, customer service, and attention to detail in their work. This position will have exposure to many areas of financial planning as well as insight into running a small business.
Responsibilities
- Preparation of new account paperwork for various custodians
- Preparation of paperwork for account changes and transfers
- Onboarding new clients, including loading client information into multiple software programs
- Processing requests from advisors and clients
- Suggesting and implementing process improvements
- Reviewing agreements and being familiar with terms to ensure paperwork is in compliance
- Monitoring and following-up on account specific alerts
- Scheduling meetings
- Maintaining client databases and reports for tracking purposes
Requirements
- Minimum of 5 years of administrative support experience
- Microsoft Office proficiency (Word, Excel, Outlook, etc.
- DocuSign knowledge a plus
- Familiarity with wealth management and financial planning terminology preferred
Qualifications
- Reliable and Honest
- Professional Verbal and Written Communication Skills
- Positive Attitude
- Highly detail-oriented with proficient organization skills
- Pro-active and adaptable
- Ability to multi-task
- Flexible
- Team player with a “we’re all in this together” mindset
Company Description
Hungerford Wealth is a group of Financial Planning Advisors that emphasizes the true value of complete financial planning. We are an independent firm without the restrictions of a major corporation. We place our client's best interests before our own, offering meaningful advice through in-depth planning. Our hope is to help our clients live their financial lives in harmony with what they value most. We offer a great environment for our team. We are small enough that every person on our team is essential, yet large enough to offer resources and opportunities for development.
