Client Services Associate

Overview
We are seeking a dedicated and proactive Client Services Associate to join our team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met and fostering strong relationships. The ideal candidate will possess a background in financial services and have experience with navigating investment websites.

Duties

• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and ensuring key client information and documentation is up to date.
• Onboard new client accounts, which includes the collection of required documentation and client information, and uploading paperwork to designated company portals.
• Utilize our CRM to manage client interactions, track progress, and maintain accurate records.
• Manage multiple projects simultaneously while ensuring timely completion of tasks.
• Communicate effectively with clients to understand their needs and provide tailored solutions.
• Provide exceptional customer service by responding to client requests in a professional manner.

Qualifications

• Proven experience in financial services or a related field is preferred.
• Strong understanding of customer relationship management principles and practices.
• Familiarity with Redtail, Goldmine, or Wealthbox (or similar CRM) highly desirable.
• Excellent communication skills, both verbal and written, with the ability to convey information clearly.
• Ability to manage timelines effectively.
• A customer-centric mindset with a passion for providing outstanding service.

Join us as we strive to deliver exceptional service to our clients while fostering an environment of growth and collaboration. If you are ready to take your career to the next level as a Client Services Associate, we encourage you to apply.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Paid time off

Schedule:

• Monday to Friday

Work Location: In person

Salary : $40,000 - $60,000