What are the responsibilities and job description for the Client Service Associate position at L&M Wealth Management?
L&M is home to 20 financial advisors and 30 support staff. Long-term relationships with long-term people is the foundation of all that we do.
In serving our clients, our goal is to be the last financial advisor they will ever need. We aim to do that by always putting our clients’ interests first; by providing excellent and honest advice; and by delivering the high level of service that our clients deserve.
Internally, our goal is to work with wonderful colleagues who will spend the rest of their careers with us. We aim to do that in two ways: by finding wonderful colleagues to join our team and by being the kind of employer that we’d want our family to work with (because as you’ll see when you visit our office, we’re proud that 22 of our colleagues have at least one family member in the organization).
We’re excited to be hiring for two important roles.
Client Service Associate
This position will assist one of our wonderful financial advisors in serving our wonderful clients, specifically:
- Non-technical & vital skills required: excellent customer service; engaging with our clients in a friendly, competent, and professional way; attention to detail & organization to ensure there are no cracks for things to fall through. If you’ve experienced our societal decline in customer service over the past decade, the right person for this role will be part of the solution to that.
- Technical skills required: for the security of our clients’ investments, those investments are held at a number of partner organizations including AssetMark, Orion, National Financial Services, Pershing, and others. While all of these organizations afford us the independence to direct our clients’ investments to the place that will best serve their unique situation, our Client Service Associates are elite in our industry at functioning in several systems, not just one.
The ideal candidate takes pride in providing elite client service and has experience in our industry.
We offer all the benefits (insurance & 401(k) & competitive salary & PTO) that you should expect from us.
Job Type: Full-time
Pay: $56,000.00 - $64,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Paid training
- Parental leave
- Vision insurance
Compensation Package:
- Performance bonus
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Experience:
- customer service: 3 years (Required)
License/Certification:
- Life or Securities License (Preferred)
Ability to Commute:
- Buffalo, NY 14226 (Required)
Work Location: In person
Salary : $56,000 - $64,000
