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Client Services Associate
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FNA Wealth Management
Twinsburg, OH (In Person)
$40,000 Salary, Full-Time
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Job Description
We are looking for a customer-oriented Client Services Associate who will focus on delivering superior service to our clients. The successful candidate will work closely with other team members and report to the Director of Client Services. You will assist in the smooth operation of the office, the administrative areas, and front desk/reception area. FNA Wealth Management is a full-service, privately held wealth management firm offering our clients investment management, tax preparation and consulting, estate planning, and insurance. We are focused on exceptional client service while providing peace of mind to executives, professionals, business owners and their families
- providing guidance and a platform for solid financial and investment goals. Here is what you will do: General office tasks
- copying and filing Manage the front desk and reception area Support our clients by supplying a host of deliverable data Manage reports and vital client information Respond to client requests via phone or e-mail Compliance support
- assist in compliance filings Marketing support
- assist in marketing campaigns Here is what you need to do the job: 5+ years of experience in an office environment Demonstrated experience in customer support AA degree or equivalent experience High level of organization and attention to detail Excellent Communication skills Independent worker Strong computer skills and experience with CRM software Committed to providing the highest level of internal and external customer service High degree of tact and empathy Ability to manage multiple projects simultaneously Enjoy working in a small office environment Demonstrate urgency while completing office tasks We care about our employees so we offer: Competitive salary Casual and family-oriented atmosphere Medical Insurance 401(k) / Profit Sharing Vacation We believe in acting with customer focus, integrity and optimism.