Client Service Associate - Remote

Overview

An exciting opportunity for a talented individual to join the Wealth Management Team, providing proactive service to clients while collaborating with team members.

In Short

• Responsible for executing excellent proactive service to clients.
• Coordinate and process new accounts and account transfers.
• Respond to account maintenance requests.
• Work with custodians to resolve client account issues.
• Utilize CRM system for tracking and documentation.
• Collaborate with team members on account questions.
• Communicate with clients to provide excellent service.
• Work in-office with some flexibility to work from home.
• Join a company that values employee relationships.
• Opportunity for professional and personal growth.

Requirements

• Strong communication and collaboration skills.
• Experience in client service or wealth management preferred.
• Ability to manage multiple tasks efficiently.
• Proficiency in using CRM systems.
• Detail-oriented with strong organizational skills.
• Ability to work both independently and as part of a team.
• Flexibility to adapt to changing priorities.
• Commitment to providing excellent customer service.
• Willingness to learn and grow within the company.
• Experience in financial services is a plus.

Benefits

• Professional development opportunities.
• Flexible work arrangements.
• Supportive team environment.
• Opportunity to build long-term client relationships.
• Competitive salary and benefits package.
• Work-life balance focus.
• Access to resources for personal growth.
• Engaging company culture.
• Involvement in community initiatives.
• Health and wellness programs.