Client Associate

📋 Description

• Provide extraordinarily professional and courteous client service managing client requests, account
• Review, maintain and process account documents and information as well as solve complex issues and
• 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 the
• High school graduate. Post-secondary education, or comparable work experience preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage
• 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)