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 firmAssist clients with requests related to account and money managementContact clients via electronic means, written correspondence, or telephoneUpdate, maintain and/or access client accounts, transactions or documentsEnsure all necessary paperwork has been received by client and provide explanation on proper completion of documents.Arrange internal pre-meetings, and client meetings for advisorsPrepare reports or materialsMaintain client and firm recordsOther duties as assigned Qualifications Bachelor's degree requiredPrior experience in a financial institution preferredProficient in Microsoft Office Suite programs, especially ExcelProven track record analyzing data and interpreting resultsDemonstrated understanding of financial markets and trends is a plusExemplary track record of customer service Job Type: Full-time
Pay: From $55,000.00 per year
Benefits: 401(k)401(k) matchingMedical, Vision, Dental InsuranceEmployee assistance programPaid 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