What are the responsibilities and job description for the Client Service Associate position at RIA Recruiting?
Smithbridge Asset Management, an established, fast-growing, financial planning and investment management firm located in Chadds Ford, PA currently has an excellent career opportunity for a full-time Client Service Associate to join our amazing team. We are a firm focused providing superior results and service to our clients, many of whom have been with the firm for many years. To find out more about the firm, please visit smithbridgeasset.com
Salary and Benefits
- Salary and total compensation for this position will be based on experience, with a range of $50,000 – $70,000, based on experience.
- Medical insurance – 100% paid by company
- Employer Funded Retirement – 10% of base salary in 401(k) and profit share plan
- Flexible atmosphere and work schedule
- Quarterly bonus program
Job Responsibilities:
- Provide direct support to clients of multiple advisors in the firm
- Respond to client service requests via phone and email
- Maintain updated information in our CRM – Salesforce
- Manage email for multiple email inboxes
- Scanning and filing sensitive client documents
- Execute and manage quarterly and periodic mailings to clients and prospects
- Process new business applications and client paperwork
- Prepare documents and reports for upcoming client meetings
Qualifications:
- High attention to detail
- Excellent communication skills
- Must work well in a team environment
- Must have a “client service ” attitude
- Ability to work autonomously after our training period
- Ability to manage your time efficiently
- 2 years of professional office environment experience
Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
Salary : $50,000 - $70,000