What are the responsibilities and job description for the Client Service Associate position at Shift HR?
Join our team and be part of something exceptional! We are an employee-owned boutique wealth management investment firm proudly rooted in the heart of South Carolina's low country with a talented team and a proven 40-year track record in dividend growth investing, we specialize in delivering personalized investment strategies and comprehensive wealth management solutions.
We are currently looking for a Client Service Associate with exceptional organization and customer service skills. The Client Service Associate is responsible for assisting with client services, office administration, and supporting portfolio managers to ensure a positive client experience.
Essential Duties & Responsibilities
· Process account administration requests from clients and portfolio managers, resolve inquiries and provide guidance to ensure key information and documentation is up-to-date and accurate.
· Prepare account paperwork and verify account maintenance items, maintain account information, organize, scan and maintain all client files, evaluate the day-to-day activities for continuous improvement, coordinate and assist with set up of client events/seminars.
· Provide telephone coverage, make business travel arrangements, coordinate client meetings, prepare travel expense reports, perform regular file and calendar maintenance.
· Other duties as needed
Minimum Qualifications:
Education:
Graduation from an accredited four-year college or university with a Bachelor’s Degree in business, marketing, finance or another relevant field and a series 65 license is required.
Experience:
Five years of relevant client service experience required. Must be proficient in Microsoft Office, including Word and Excel.
Functional Competencies:
Analytical, Problem Solving, Innovative, Business Acumen, Written & Verbal Communication Skills, Integrity, Client Focus, Attention to Detail, Initiative, Organization, Time Management, Lifelong Learning, Teamwork, Flexible, Professional Presence.
We offer a competitive benefits package, including health, dental, vision and 401K and additional financial perks.