Client Service Associate

Job Summary

As a member of the Client Service Team, the Client Service Administrator is responsible for providing excellent customer service and exceeding the expectations of clients through the preparation and explanation of account paperwork for the set up and maintenance of accounts, preparing client reports, execution of various administrative tasks, being the acting liaison between advisor and client, maintaining contact with clients to provide or obtain updated information, troubleshoot problems and occasionally assist with scheduling. 

Duties and Responsibilities

The Client Service Administrator can expect to focus in the following areas:

• Communicate with clients, verbally and in writing
• Complete Account Paperwork with clients
• Provide excellent client service by acting as the liaison between Advisor and client. Perform ongoing account maintenance, process money movement requests, and address account inquiries
• Manage client information—prepare client reports, submit and follow up on necessary paperwork, regularly update CRM
• Maintain an atmosphere of professionalism across the firm

Desired Skills and Experience

The Client Service Administrator position typically requires the following qualifications:

• Minimum of 3 years of hands-on experience in client service within the financial services industry
• Minimum Associate’s Degree
• Understanding of the financial services landscape and client needs
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
• Familiarity with Schwab and Fidelity platforms is ideal
• Must be organized, detail-oriented and able to multitask
• Client first attitude
• Good written and verbal communication skills
• Self-starter
• Team player, collaborative, able to work with and through others
• Desire/ability to work successfully in a small company environment

Salary and Benefits

Pay/benefits are competitive based on industry standards.

• Base Salary $60k-$70k per year plus bonuses
• Benefits include 100% premium coverage for employees who are active and participate on the company health plan, 401(k) retirement plan with employer contributions, HSA with annual employer contribution as well as dental, vision, and disability through Ironwood’s payroll company, and paid parental leave
• Paid time off and 11 paid holidays
• Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities.

Ironwood Wealth Management is an Equal Opportunity Employer

About this company

About Us

Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We enjoy helping retirees and pre-retirees with the complexities of turning their "Nest Egg" into a reliable income stream. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients. 

We offer unique and creative planning strategies to complex topics such as estate planning, employer-sponsored retirement plans, individual retirement plans, portfolio management and tax planning.

We follow a disciplined wealth management process that provides a structured approach but still allows for customization based on your own personal situation. Our process includes preparing an Investment Policy Statement for each client, determining the appropriate asset allocation based on your goals and objectives, selecting the securities to use for each asset allocation using both passive and active management styles, monitoring and evaluating the portfolio on a continual basis and strategically rebalancing the portfolio.