What are the responsibilities and job description for the Client Services Associate position at Quotient Wealth Partners?
Position Summary : The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of clients of Quotient Wealth Partners. When needed, the CSA will also support other aspects of the business, which may include administrative tasks, facilitating a smooth and efficient office environment, client operations, marketing, client & performance reporting.
Duties and responsibilities include, but are not limited, to :
- Provide timely and exceptional client service with flawless execution on requests, inquiries, and transactions such as money movement, security transfers, account maintenance, online access assistance and additional duties as needed.
- Responsible for the new account onboarding process for clients consisting of preparing & gathering completed documents, processing applications on custodian platform and any additional work as required.
- Accountable for making proactive weekly client phone or email contact to enhance and grow the client relationship.
- Proactively support the team in preparation of client meetings.
- Greet and welcome clients and visitors with positive and professional demeanor
- Answer and direct incoming phone calls to the appropriate team members.
- Manage the reception area, ensuring it is always tidy and presentable.
- Schedule and confirm client appointments, meetings, and conference room bookings.
- Assist with general inquiries and provide information about the firm’s services.
- The ideal candidate is one that is thorough in their work, operates with a high attention to detail, and has strong communication, organization, time management and problem-solving skills.
Qualifications :
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Benefits :
About Our Firm :
Quotient Wealth Partners is an independent financial advisory firm with offices in Dallas, Houston, San Antonio, Denver and Morristown. We are dedicated to providing comprehensive wealth management services with a strong commitment to excellence and a client-centric approach. We have established ourselves as trusted, fiduciary partners in helping individuals and businesses achieve their financial goals.
Quotient Wealth Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.