What are the responsibilities and job description for the Client Service Associate position at Wright Choice Financial Group?
Job Description
Job Description
The Client Service Associate enhances the client experience by providing exceptional client service, supporting office functions, and serving as administrative, marketing, and operational support to financial advisors. The Client Service Associate is responsible for understanding firm policies, procedures, and digital capabilities that will allow them to interact with the advisors, as well as new and existing clients. In addition, they will play a vital role in the company’s marketing directives and event planning.
Compensation :
50,000 - $60,000 Annually
Responsibilities :
- Manage front desk and prepare for client visits
- Schedule Client / Prospect appointments
- Respond to client inquiries as needed
- Follow up as necessary with clients
- Assist advisors with pre-appointment preparation
- Maintain database programs (CRM)
- Plan client events and seminars
- Maintain marketing materials
Qualifications :
About Company
Wright Choice Financial Group is a boutique financial services firm, headquartered in Bedford, NH, dedicated to empowering families to achieve a work-optional lifestyle. You’ll have the opportunity to directly influence the expansion of this business through several channels, ultimately helping individuals secure retirement- one of the biggest decisions anyone will make in their life.
Salary : $50,000 - $60,000
