Client Service Representative

The client service associate is an in-office team support role designed to assist and work closely with the WMR’s Financial Advisors. Your responsibilities include preparing client reports, administering client data gathering and maintenance, scheduling client meetings, and responding to administrative client queries.

Key accountabilities in this role:

• Ensuring timely responses to all client correspondence and inquiries

Identifying opportunities to improve our client service processes

• Contributing to the overall firm mission of client service excellence
• Supporting WMR’s Financial Advisors in creating and ensuring accuracy in presentation materials, preparing for meetings, and following up with post-meeting deliverables
• Assisting in client onboarding, with evolving participation in additional client meetings
• Timely and accurate execution of client requests, such as cashiering, deposits, withdrawals, and other transactions
• Developing expertise in our firm’s technology and software tools within your first year of employment

Qualifications We seek candidates who:

• Are well organized, with good attention to detail and the ability to support

multiple advisors

• Are responsive and effective communicators, verbally and in writing
• Our firm and industry are highly regulated. As an employee of our firm, you would be required to adhere to the highest standards of integrity and professional ethics in all your responsibilities.
• Enjoy collaborating and being a part of a team that puts clients first
• Possess the ability to develop an effective working relationship with colleagues and to successfully serve a diverse client base
• Are tech savvy and demonstrate proficiency to quickly learn new technology tools and software. Must be proficient in using Microsoft Office and MS Outlook
• Have a positive, can-do attitude and be open to feedback and coaching
• Clean background check and work history

Education, experience, licenses, and designations. We seek the following in our client services associates:

• A bachelor’s degree
• 5 years or more of financial services, banking or accounting experience (preferred); experience working with a Registered Investment Advisory firm is a plus
• Financial Services licenses such as SIE, Series 6, Series 7, Series 65 are not required but are a plus. Licenses and designations may be acquired on the job, but the ability to acquire them and the desire to expand your knowledge to bring value to the firm are paramount

Salary and benefits we offer:

• Competitive Salary commensurate with experience
• Performance-based incentive pay opportunities
• Benefits including Medical, Dental and 401(k) plan
• Financial support for tuition reimbursement, professional licenses, designations,

continuing education requirements and other educational and training opportunities

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Volunteer time off

Schedule:

• 8 hour shift

Work Location: In person