Client Service Associate

Client Service Associate Twenty Four Wealth Management Darien, CT Job Details Full-time $65,000 - $80,000 a year 8 hours ago Benefits Paid training Paid holidays Health insurance Unlimited paid time off Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Life insurance Qualifications Microsoft Word Microsoft Excel Customer service High school diploma or GED Client services Organizational skills Financial services Time management Full Job Description Who We Are The mission at Twenty Four Wealth is to deliver financial and lifestyle success to our clientele by implementing experts in every field of wealth management, removing our clients from the day to day details and staying ahead of any industry curve. We believe culture plays a crucial role in the success of our company. All employees possess the following characteristics: being a team player, being open and comfortable giving and receiving feedback, and are constantly looking to grow and educate themselves personally and professionally (knowing a few good movie quotes doesn't hurt either). Twenty Four Wealth is an equal opportunity employer and considers applicants for all open positions without regard to race, color, religion or belief, sex, age, citizenship status, national origin, marital status, military/veteran status, sexual orientation, genetic information, gender identity, and physical or mental disability. At Twenty Four Wealth, we believe in creating a dynamic work environment that puts value in diversity and inclusion as we strive to recruit a diverse group of candidates to help us achieve that goal. Job Description Responsible for executing on the client service program including new client onboarding, ongoing client service and daily operational duties with high attention to detail. Job Responsibilities Heavy calendar management and scheduling Perform office operations including answering phones, confirming and preparing advisors for their meetings, greeting clients and screening calls Handle routine client service requests, resolve inquiries efficiently and effectively to completion. Understand our escalation process and apply when appropriate Input data into CRM and ensure accuracy of the information Coordinate with LPL Financial and other custodians and strategic partners on client account maintenance and reporting Contribute to the development and execution of client service standards resulting in client retention and satisfaction Book travel Handle various personal duties as needed (including, but not limited to: personal appointments, personal travel for himself and significant other, grocery runs, lunch runs, potential help with his dog when in office) Some after-hours support may be required Key Competencies B.S/B.A. Degree preferred 3+ Year's Financial Services experience required Series License(s) (7, 65, 6) not required but preferred Client service aptitude Excellent verbal and written communicative ability Organizational skills and multi-tasking ability Attention to detail Strong Microsoft Word, Excel and Outlook skills Good time management skills Job Benefits Company sponsored health insurance 401k matching Unlimited paid time off, in addition to paid company holidays Catered lunch on Fridays Unlimited snacks & coffee

Benefit Conditions:

Waiting period may apply Only full-time employees eligible

Paid Training:

Yes Typical end time: 6PM Typical start time: 9

AM Work Remotely No Job Type:

Full-time Pay:

$65,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Application Question(s): Are you willing to handle various personal duties as they arise and are needed? (i.e. grocery runs, making personal appointments, picking up mail) Are you a dog lover?

Education:

High school or equivalent (Required)

Experience:

Financial Services:

3 years (Required) Client services: 3 years (Required)

Work Location:

In person