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Client Service Associate Morrissey Wealth Management North Haven, CT Job Details Full-time From $50,000 a year 17 hours ago Benefits Profit sharing Paid training Paid holidays 401(k) Paid time off 401(k) matching Retirement plan Qualifications Customer communication Microsoft Outlook Customer service Research Bachelor's degree Attention to detail Calendar management Handling customer service requests Full Job Description Client Service Associate Morrissey Wealth Management Morrissey Wealth Management is an independent, fee-only Wealth Management Firm located in North Haven Connecticut. The firm focuses on helping individuals 50 and over plan for their retirement. The firm is seeking to add a warm, responsible, and motivated individual to fill a Client Service Associate position.

Position Summary:

The Client Service Associate is to assist our Wealth Adviser by doing whatever is required to protect the interests of our clients and to ensure that they receive excellent and efficient service with every aspect of their wealth management. Our Adviser will rely on the Client Service Associate to proactively "get things done", regardless of the task. The ideal candidate will be passionate about the client services, be extremely organized, have a strong eye for attention to detail and excellent communication skills. This is a full-time position.

Responsibilities:

• Point-of-service for client requests
• Preparation and management of account paperwork
• Management of adviser's busy calendar
• Preparation support for client review meetings
• Research and trouble-shooting of client issues
• Preparation of PowerPoint presentations, Excel worksheets and Word documents
• Liaison with our Compliance team

Qualifications:

• Cultivating new business relationships is not a responsibility of this role
• This is an in-person position (not remote)
• Bachelor's Degree
• Previous experience in wealth management field or related customer service
• Intermediate to advanced mastery of Word, Excel, PowerPoint, and Outlook
• Warm and professional demeanor
• Capability to work well with others, as well as independently
• Superb organizational ability and follow-through skills
• Ability to anticipate and solve problems
• Ability to work onsite full time from 9-5

We Offer:

• Annual Performance based bonus
• 401K with company match and profit-sharing plan after 1 year of employment
• Paid time off
• 10 Paid holidays off per year
• Mentorship from a 20-year

Wealth Advisor Staring Salary:

$50,000 + (Commensurate with Experience)

Job Type:

Full-time Pay:

From $50,000.00 per year

Benefits:

401(k) 401(k) matching Paid time off Paid training Retirement plan

Compensation Package:

Profit sharing Yearly bonus

Experience:

Customer service: 3 years (Required) Ability to

Commute:

North Haven, CT 06473 (Required) Ability to

Relocate:

North Haven, CT 06473: Relocate before starting work (Required)

Work Location:

In person