What are the responsibilities and job description for the Client Service Associate position at Shift HR?
Client Service Associate
Join our firm! Our firm values your skills, your growth is encouraged, and your work truly makes a difference! If you thrive in a professional yet welcoming environment and want to be part of a boutique, employee-owned wealth management firm with a 40-year track record of success, this is your moment!
Why You’ll Love This Role
As a Client Service Associate, you’ll be the heartbeat of our client experience. You’ll work directly with high-level portfolio managers, support top-tier clients, and ensure the smooth execution of account services—all while enjoying a workplace that values your input, rewards your dedication, and supports your career growth.
What You’ll Do
· 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, and perform regular file and calendar maintenance.
· Other duties as needed
Qualifications:
· 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 or willing to obtain one.
· Client services experience as well as proficiency in Microsoft Office, including Word and Excel.
· 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.
Dividend Assets Capital offers a comprehensive benefits package to support your health, wealth, and overall well-being.
