Job Description
Client Service Associate
Reports To
Chief Operating Officer
Job Overview
The Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager they have been assigned and for the firm in general. Main duties include assisting clients by answering inquiries, preparing client paperwork, scheduling meetings and contacting clients with information regarding their investment accounts.
The successful candidate will embrace the Core Values of Confluence Financial Partners: Do Right, Improve Everyday, Enjoy The Journey, and Be Thankful.
If you’re ready to advance your career on a team that’s dedicated to growing and improving on a daily basis, then a position with Confluence might be a great fit for you!
Responsibilities and Duties
- Function as an assistant to the advisor(s) assigned by the firm
- Assist clients with requests related to account and money management
- Contact clients via electronic means, written correspondence, or telephone
- Update, maintain and/or access client accounts, transactions or documents
- Ensure all necessary paperwork has been received by client and provide explanation on proper completion of documents.
- Arrange internal pre-meetings, and client meetings for advisors
- Prepare reports or materials
- Maintain client and firm records
- Other duties as assigned
Qualifications
- Bachelor’s degree required
- Prior experience in a financial institution preferred
- Proficient in Microsoft Office Suite programs, especially Excel
- Proven track record analyzing data and interpreting results
- Demonstrated understanding of financial markets and trends is a plus
- Exemplary track record of customer service
Job Type: Full-time
Pay: From $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Medical, Vision, Dental Insurance
- Employee assistance program
- Paid time off
Schedule:
- Monday to Friday, 8:30am-5:00pm
Education:
- Bachelor’s Degree (Required)
Experience:
- Customer service: 1 year (Preferred)
- Financial service: 1 year (Required)
Work Location: Multiple locations
