Client Service Associate

Job Title:

Client Service Associate Position Type:

Full time Job Description The Client Service Associate will organize and coordinate new business administration, procedures, and client service items in order to ensure organizational effectiveness and efficiency. Support the Practice Manager in developing intra-office communication protocols, and streamlining administrative procedures. Manages the new client onboarding experience and is the first point of contact for client service interactions. Expected to build rapport with clients and provide the client with a positive experience. This position takes an energetic professional who doesn't mind wearing multiple hats and multitasking. You need to be experienced in handling a wide range of administrative and executive support related tasks and able to work independently with little or no supervision. Well organized, flexible and enjoy the administrative challenges of supporting clients. Role and Responsibilities

• Correspond with clients on missing information or unanswered questions for financial plans
• Maintain integrations for client accounts within financial planning software
• Prepares for client meetings on a weekly basis and handles all follow up activity
• Ensure clients are well communicated to and receive world class service and support
• Supporting the trading operations
• Support Director of Operations in managing client workflows and supporting client service needs
• Ensure clients are set up with online system access and are knowledgeable on the systems
• Ensure client reporting systems receive feeds for new accounts, feeds are renamed if needed
• Special projects as needed
• Update client info as necessary in CRM to ensure integrity of database
• Manages business in motion tracker
• Maintains vendor lists
• Acts on office priorities in a proactive way

Job Type:

Full-time Pay:

$55,000.00 - $70,000.00 per year

Benefits:

401(k)

Experience:

Financial services: 1 year (Preferred)

Work Location:

In person