What are the responsibilities and job description for the Client Services Associate position at Synergy Wealth Alliance?
📢 We’re Hiring: Client Services Associate! 🌟
Are you ready to join a dynamic team that values excellence, innovation, and a client-first approach? Synergy Wealth Alliance is seeking a highly motivated Client Services Associate to support our advisors and clients while ensuring top-notch service and seamless operations.
What You’ll Do:
💼 Handle client account management, paperwork, and daily service requests
💼 Organize and maintain client and vendor data in CRM
💼 Communicate with clients and ensure their requests are processed with care and accuracy
💼 Coordinate events, workshops, and client meetings
💼 Prepare financial summaries, reports, and meeting materials
💼 Collaborate with advisors to track progress, follow up on meetings, and ensure exceptional service
💼 Support office operations, from random acts of kindness to onboarding new team members
What We’re Looking For:
🔑 Attention to detail and a commitment to accuracy
🔑 A proactive mindset and strong organizational skills
🔑 Exceptional communication and client relationship skills
🔑 A willingness to learn and grow in the financial services industry
Why Join Us?
✨ Competitive salary: $40,000 - $60,000, based on experience
✨ Opportunities for professional development and career growth
✨ A supportive and collaborative team environment
✨ Make a meaningful impact in clients’ financial journeys
✨ Healthcare, 401k and quarterly bonus structure
🖱️ Apply Today and be part of a company that values innovation, teamwork, and client success.
Salary : $40,000 - $60,000