Job Summary : J. Patterson Group Inc., is a corporation offering investment guidance to high net worth families, retired financial advisors, and trusts through Momentum Independent Network. Help conduct the fluid operation of a wealth management company. As an employee of J. Patterson Group Inc., you will assist with daily business activities and provide exceptional service to clients.
Job Description : Client Services Associate’s responsibilities will change over time as instructed by Investment Adviser Representative to meet the ongoing needs of the company.
· Draft and send correspondence to clients and home office.
· Document contact with clients.
· Be proactive in supporting investment adviser representative with high priority projects.
· Provide clients with timely attentive service.
· Respond to client requests and provide information as needed.
· Update and maintain client management system.
· Track and confirm client and investment adviser representative requests have been completed.
· Maintain company website.
· Update and submit marketing materials to compliance for approval.
· Schedule appointments and prepare agenda for client meetings.
· Communicate with home office on business matters.
· Capture meeting notes and prepare meeting summary.
· Coordinate information received when onboarding new client.
· Develop and suggest process improvements to increase firm efficiency.
Skills and Education : Highly motivated individual that displays professionalism, excellent attention to detail, and will take ownership of their operational responsibilities.
· Genuine interest in serving and caring for other people.
· Excellent attention to detail and ability to work in fast paced environment.
· Strong interpersonal communication skills with clients and staff.
· Strong problem-solving, decision making, and analytical skills.
· Excellent organizational, grammatical, and time-management skills.
· Proficient computer skills (Word, Excel, PowerPoint, and email)
· Ability to handle multiple tasks in a day, prioritize, and meet tight deadlines.
· Excellent positive attitude and polite phone etiquette.
· Finance background is preferred.
· High school degree or higher.
Environment : Executive office in Mansfield Texas.