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Bare Wealth Advisors is Hiring a Client service associate Near Gap, PA
The Client Service Associate is a client focused position dedicated to enhancing customer satisfaction and providing exceptional client service.
The Client Service Associate is an integral part of the Bare Wealth team and works to support the Advisor and Stewardship Planning Associate by servicing the client relationship in the account paperwork and account maintenance process.
Job Responsibilities :
- Provide non-advice related support to clients.
- Prepare and process account paperwork.
- Complete account maintenance paperwork for existing accounts : RMDs, QCDs, monthly investments, monthly withdrawals, bank account changes, donor advised funds gifting, beneficiary updates, trusted contacts, etc.
- Process and track incoming transfers, checks, and deposits.
- Follow up with clients verbally and / or in writing to obtain required information needed for paperwork preparation and processing.
- Scan any documents provided by clients during meetings and / or received in the office.
- Assist with Financial Website log in issues.
- Set up paperless delivery for Charles Schwab accounts.
- Set up new accounts in appropriate financial systems and communicate with advisor / client.
- Set up and maintain electronic client files.
- Update and maintain client CRM.
- Track RMD and QCDs.
- Enter Client PDF documents into client CRM.
- Update client CRM Profile Forms after meetings.
- Work with the SPA and advisor within your team.
- Assist with projects as needed.
- Respond to administrative client queries in a timely fashion.
- Review account alerts and action needed (NIGOs) for Schwab accounts daily.
Qualifications
Undergraduate
college degree or comparable work experience.
- Excellent verbal and written communication skills.
- Strong analytical and problem-solving skills.
- Strong organizational and time management skills with high attention to detail and follow through.
- Basic knowledge of Microsoft Office required.
Last updated : 2024-05-29
Job Summary
Full Time
$47k-62k (estimate)
01/07/2023
06/01/2024
barewealthadvisors.com
Gap, PA
<25
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The job skills required for Client service associate include Client Service, Planning, Problem Solving, Attention to Detail, Time Management, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service associate positions, which can be used as a reference in future career path planning. As a Client service associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service associate. You can explore the career advancement for a Client service associate below and select your interested title to get hiring information.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
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Step 3: View the best colleges and universities for Client Service Associate.
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