What are the responsibilities and job description for the Client Services Associate position at Visionary Horizons Wealth Management?
About Visionary Horizons Wealth Management
At Visionary Horizons Wealth Management, we specialize in providing personalized wealth management solutions that help clients achieve their financial goals. With a client-first approach, we focus on delivering exceptional service and building long-term relationships. We are seeking a dedicated Client Service Associate to support one of our experienced advisors and enhance the overall client experience.
Position Overview
As a Client Service Associate, you will provide direct administrative support to a single advisor, assisting with client accounts, processes, and communications. While the role involves some client interaction, the primary goal is to help the advisor efficiently manage day-to-day tasks, allowing them to focus more on strategic client service and financial planning.
Key Responsibilities:
- Provide administrative support to the advisor, including managing client account documentation and ensuring accuracy and compliance.
- Prepare materials for client meetings and reviews, ensuring the advisor is well-equipped for each interaction.
- Handle client inquiries via phone and email, providing timely and accurate responses while directing more complex issues to the advisor.
- Assist with processing account transactions, including deposits, withdrawals, and transfers.
- Maintain up-to-date and accurate client records, ensuring information is securely stored and easily accessible.
- Schedule client meetings and follow up on action items to ensure prompt and efficient service.
- Support the advisor in preparing and sending client communications, such as reports, updates, and service reminders.
Qualifications:
- Strong organizational skills with excellent attention to detail.
- Excellent verbal and written communication skills.
- Previous administrative experience is preferred (experience in the financial services industry is a plus).
- Ability to manage multiple tasks efficiently while maintaining a high level of accuracy.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other office software.
- A customer-focused attitude with a commitment to providing exceptional service.
Why Join Us?
- Competitive hourly wage of $20/hour, plus bonus opportunities.
- Opportunity to work closely with a dedicated advisor in a one-on-one environment.
- Gain valuable experience in wealth management and financial services.
- Room for growth and career development within the company.
- Be part of a company that values integrity, innovation, and client relationships.
Salary : $20