Client Associate

📋 Description

• Provide professional and courteous client service managing client requests, account maintenance and
• Review, maintain and process account documents and information; solve complex issues related to
• Assist with crafting comprehensive financial plans for current and prospective clients
• Assist in developing and implementing periodic client mailings, communications and events
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request
• Seek to innovate and streamline processes

🎯 Requirements

• Eager to advance and grow in the Financial Services Industry; opportunity to complete SIE, FINRA
• High school graduate; post-secondary education or comparable work experience preferred
• Solid technology skills: Microsoft Word, Excel and Outlook
• Proven ability to build client/customer relationships including excellent communication (written
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented

🎁 Benefits

• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)