Wealth Management Client Service Associate

Job Title: Client Service AssociateLocation: Oxford / Hamilton / West Chester, OHStatus: Hybrid, Remote 5 days, In Office meeting 2-4 times per monthCompensation: $60,000 - $70,000 based on experienceThe best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.We are building a close, tightly knit team that will work collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm’s utmost attention. Being their advocate is the highest honor!Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow.This is an exciting opportunity to welcome a Client Service Associate to the team who will support the firm’s lead advisor. The attributes we are looking for in a teammate include:Consistent attention to detailPassionately committed to serving and caring for other peopleEnergy and enthusiasmCommitment to exceeding client expectationsFlexibility and openness to step in and do whatever is neededInterest in working on varied assignmentsStrong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client baseAbility to anticipate the needs of the advisorSelf-directed time management and prioritization capabilitiesAbility to self-start, take initiative, and be proactiveSuperior organizational skillsDemonstrated integrity, work ethic, and an obligation to maintain firm and client confidentialityPoise and maturity, especially in stressful situationsAbility to multitask and manage multiple projects simultaneously with efficiency and accuracyTeam player with strong desire to be a long-term contributing member of the teamOperates successfully under deadlinesAble to take direction while knowing when to take the ball and run with itA long view of the opportunities presented by the firm and the industry overallIf you believe you are a fit for this position, we know that you are interested in more details. Read on! As a Client Service Associate you can expect to:Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.Intake, screen, organize and process new & existing accounts allowing advisor to focus attention on the items that require his personal attention, and ensure all activities are captured, scheduled, and completedStay apprised of client meetings and ongoing activitiesKeep up to date on the advisor’s priorities and projects, goals, and timelinesProcess, schedule, and oversee projectsCoordinate the advisor’s calendar availability; appropriately blocking time and coordinating commitmentsEfficiently and productively follow procedures for various business and life events for clients and prospects from beginning to endCritical thinking and approaches in day-to-day client needs and communicate with advisor when appropriateRespond to and confer with advisor regarding client inquiries regarding general account servicingService client accounts/portfolios, both in person, over the phone, and behind the scenesCreate and distribute general and individual informational mailings to clientsProcess client paperworkFollow systems to track and set up investment transfersUpdate contact management systemElectronically file client statements, correspondence, agreements, and so forthAnticipate advisor's needs and handle them proactivelyReview statements provided by clients and input information in financial planning softwareSchedule conference calls with clientsSchedule and prepare for client meetings; debrief meetings; and perform necessary follow upComplete and update procedures manualAssist with event planningSupport marketing effortsQualifications for this role include:Associates degree is the minimum required, College degree is preferredFINRA Series 6 or 7 securities license a plusMinimum of three years of experience in an administrative role in the financial services industry is requiredMinimum of three years of experience in a client-facing role is requiredExcellent communication and relationship management skillsStrong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.), financial planning softwareSuperior organizational skillsTechnology-forward and internet savvyAbility to adapt in a fast-paced environmentHigh attention to detail and efficiency; able to multitask, manage multiple projects at onceAbility to learn quicklyDemonstrated job stability and career progressionGet in touch today so that we can get to know you! As a Client Service Administrator, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to our firm as an advocate for their hopes and dreams.

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