What are the responsibilities and job description for the Client Services Associate - Wealth Management position at Transcend Practice Management?
Client Services Administrator
Location: Glastonbury, CT. (Hybrid; three days in office, 2 days remote)
Compensation: $82,000 - $92,000
MUST HAVE EXPERIENCE IN FINANCIAL SERVICES
We are a dynamic 25-person holistic financial planning practice serving the needs of high-net-worth individuals. By combining comprehensive investment management, trust and estate planning, legacy wealth strategies, and tax planning, we help our clients to achieve their retirement goals with confidence and peace of mind. We take pride in our mission and believe that exceptional outcomes are built on exceptional relationships and service. For our employees, we offer a purposeful path for growth that allows our team to constantly improve as professionals while offering optimal work/life balance and full benefits.
We are proud to announce an opportunity for a Client Services Administrator to join our team! The Client Services Administrator is a detail-oriented problem solver who thrives in a dynamic environment, adeptly navigating both client-facing and advisor-specific challenges as they arise. Our ideal candidate will be proactive, think creatively to resolve unique problems and will always be committed to the client’s best interests. This role is unique in that you will gain exposure to all facets of the advisory practice, while contributing directly to the firm’s success and client satisfaction. This is an exciting opportunity for a driven individual to make an impact and grow with our firm. Are you ready to join us?
The attributes that we are looking for in a teammate include:
As a Client Service Administrator, you can expect to:
Qualifications for this role include:
Get in touch today so that we can get to know you! As a Client Service Administrator in the financial services industry, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what we offer and see if it might be an attractive fit for both us and you. We look forward to meeting you!
Location: Glastonbury, CT. (Hybrid; three days in office, 2 days remote)
Compensation: $82,000 - $92,000
MUST HAVE EXPERIENCE IN FINANCIAL SERVICES
We are a dynamic 25-person holistic financial planning practice serving the needs of high-net-worth individuals. By combining comprehensive investment management, trust and estate planning, legacy wealth strategies, and tax planning, we help our clients to achieve their retirement goals with confidence and peace of mind. We take pride in our mission and believe that exceptional outcomes are built on exceptional relationships and service. For our employees, we offer a purposeful path for growth that allows our team to constantly improve as professionals while offering optimal work/life balance and full benefits.
We are proud to announce an opportunity for a Client Services Administrator to join our team! The Client Services Administrator is a detail-oriented problem solver who thrives in a dynamic environment, adeptly navigating both client-facing and advisor-specific challenges as they arise. Our ideal candidate will be proactive, think creatively to resolve unique problems and will always be committed to the client’s best interests. This role is unique in that you will gain exposure to all facets of the advisory practice, while contributing directly to the firm’s success and client satisfaction. This is an exciting opportunity for a driven individual to make an impact and grow with our firm. Are you ready to join us?
The attributes that we are looking for in a teammate include:
- Insistent attention to detail
- Energy, enthusiasm and positivity
- Commitment to exceeding client expectations
- Flexibility and openness to step in and do whatever is needed to support the team
- Interest in working on varied assignments with people across the firm
- Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
- Maintain a positive attitude and a willingness/flexibility to help with high priority client issues. A “no task is too small” attitude is paramount.
- Sharing a passion for process improvement and for being the best version of yourself every day.
- A low-ego team player who is excited about working in a true team, collaborative environment.
- Ability to anticipate the needs of the advisor and the team overall
- Self-directed time management and prioritization capabilities and outstanding organizational skills
- Ability to self-start, take initiative, and be proactive
- Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
- Poise and maturity, especially in stressful situations
- Team player with strong desire to be a long-term contributing member of the team
- Foster a collaborative team-oriented environment
- A long view of the opportunities presented by our client and the industry overall
As a Client Service Administrator, you can expect to:
- Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
- Intake, screen, organize and process all that you are able, focus the advisor’s attention on the items that require his personal attention, and ensure that all activities are captured, scheduled, and completed.
- Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor’s priorities and projects, goals, and timelines and what he wants/needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
- Coordinate the advisor’s calendar availability; appropriately blocking time and coordinating commitments with the team.
Qualifications for this role include:
- Bachelor’s degree is preferred but not required
- Minimum of 3 years of experience in the financial services industry is required
- Minimum of 3 plus years of experience in a client-facing role required
- National financial services experience
- Excellent communication and relationship management skills
- Strong computer desktop skills required: Microsoft Office Suite (TEAMS, Excel, Outlook, Word, etc.)
- Technology-forward
- Ability to adapt in a fast-paced environment
- High attention to detail
- Ability to learn quickly
- Demonstrated job stability and career progression
Get in touch today so that we can get to know you! As a Client Service Administrator in the financial services industry, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what we offer and see if it might be an attractive fit for both us and you. We look forward to meeting you!
Salary : $82,000 - $92,000
