Wealth Management Client Service Associate

Job Description

Job Description

Do you enjoy helping customers? Are you looking for professional growth opportunities? Are you looking for a great team environment? Do you have experience in providing exceptional customer service and support? Are you tired of working retail hours? Do you want your nights and weekends back? If so, let’s talk!

We are a financial planning firm established 40 years ago. That’s 40 years of building relationships while advising and assisting clients with the financial security of their families. Our founding advisors have 200+ years of experience; experience gained by clients and their families placing their trust in us. Our clients are our family; our team is our family; we know that nothing matters more than family. Our clients know how strongly we feel about this, that’s one of the reasons we have helped their children, their grandchildren, and even their great-grandchildren. That’s trust.

Here’s where you may make a difference:

• provide above-and-beyond service, whether to the team internally or to our clients
• assist with client services, including onboarding, meetings, and events
• build relationships with clients and/or team members
• support our advisors and our staff with your professional experience, knowledge, & skills
• join in career growth and development initiatives

Here’s what you can expect:

• training program that will teach you our unique approach to customer service
• outstanding team members dedicated to your success
• committed guidance from management, advisors, and other staff
• career growth, either within your role or in a different role
• predictable Monday to Friday schedule
• benefits package including medical insurance options and 401(k)/profit-sharing

Qualifications:

• minimum of 2 years experience supporting clients and financial advisors within the financial services industry, pay commensurate with experience
• professional, confident, and friendly presence
• strong experience with MS Office
• strong commitment to clients and to our team

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Work Location: In person