Client Service Associate

Rubin Wealth Advisors is seeking a dedicated and detail-oriented Client Service Associate to join our team and support our Financial Advisors. This full-time position is an exciting opportunity to play a pivotal role in delivering exceptional client service while contributing to the operational efficiency of our growing financial services firm.

Why You Should Join Us:

• Become an integral part of a collaborative and client-focused wealth advisory team.
• Gain hands-on experience in financial operations, retirement plans, and client relationship management.
• Work in a dynamic, fast-paced environment where your contributions drive client satisfaction and business success.

Key Responsibilities:

Client Service & Relationship Management:

• Serve as the primary point of contact for clients, addressing inquiries and providing timely solutions.
• Support clients with financial products, account maintenance, and transaction processing.
• Build and nurture lasting client relationships through personalized, high-touch service.

Operational & Administrative Support:

• Open, update, and maintain client accounts with precision, ensuring compliance and data accuracy.
• Process financial transactions, including transfers, contributions, and distributions.
• Prepare client documentation, reports, and maintain organized client files.
• Schedule and facilitate both virtual and in-person meetings using Microsoft Teams and Zoom.
• Assist with regulatory compliance and internal process adherence.

Technology & Financial Systems:

• Leverage Schwab systems and platforms to support account administration and portfolio management.
• Utilize Microsoft Office Suite (Excel, Word, Outlook, PowerPoint) to generate reports, presentations, and correspondence.

401(k) & Retirement Plan Administration:

• Assist with 401(k) plan enrollments, distributions, rollovers, and participant inquiries.
• Ensure retirement plan transactions align with regulatory requirements and client expectations.

Industry Knowledge & Team Collaboration:

• Maintain a comprehensive understanding of financial products, including equities, bonds, mutual funds, annuities, and insurance.
• Provide insights and support regarding life insurance and annuities as needed.
• Contribute to team success by handling additional responsibilities as assigned.

Qualifications:

Required:

• Minimum of 3 years of experience in financial services.
• At least 2 years of client service experience with a client-first approach.
• Strong knowledge of financial products, including investments, annuities, and insurance.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Experience using Microsoft Teams and Zoom for client interactions.
• Ability to manage multiple tasks in a fast-paced environment.
• Exceptional attention to detail, organizational skills, and a commitment to compliance.
• Excellent verbal and written communication skills.

Preferred:

• Experience with Schwab platforms and tools.
• Knowledge of life insurance and annuities.

About Rubin Wealth Advisors: Rubin Wealth Advisors is a trusted wealth management firm committed to providing tailored financial solutions that help clients achieve their long-term goals.

Our firm emphasizes integrity, personalized service, and operational excellence, making us a preferred partner for individuals and families seeking financial security.

If you are a motivated professional with a passion for client service and financial operations, we invite you to apply and become a valued member of Rubin Wealth Advisors.

Job Type: Full-time

Pay: $45,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Paid training
• Vision insurance

Compensation Package:

• Bonus opportunities

Schedule:

• Monday to Friday
• No nights
• No weekends

Work Location: In person

Salary : $45,000 - $65,000