Client Services Associate

About the job Job Description - Client Services Associate

HAZLETT BURT & WATSON, INC

is an SEC Registered Investment Advisor and Securities Broker-Dealer that provides professional investment advice and comprehensive financial services to our clients and their families. We have an immediate opening for a Client Services Associate candidate in our Vienna, WV Office. The CSA is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor, the CSA is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. Work responsibilities include but are not limited to: Answer phones, schedule appointments, and prepare materials for client meetings Keep client management systems up-to-date with client information Assist with information and documentation requirements for new accounts, transfers, and more Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs) Manage account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits) Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc. General office support including but not limited to ordering office supplies, handling incoming and outgoing mail, and other administrative assistance

Qualifications:

Organized with a strong attention to detail and problem-solving abilities Effective oral and written communication; able to explain complex information clearly and simply Time management skills with the ability to handle multiple projects and deadlines Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners Ability to analyze and research information Plenty of drive, initiative, and motivation Prior customer service experience (financial services background preferred) Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications Full Benefits package including 401K Profit Sharing Equal Employment Opportunity (EEO):

HAZLETT BURT & WATSON, INC.

provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

Job Type:

Full-time Pay:

$40,000.00 - $60,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Vision insurance

Work Location:

In person