Job Description

CLIENT SERVICE ASSOCIATE – WEALTH MANAGEMENT

Our financial planning and wealth management firm is seeking a candidate to fill a full-time Client Service Associate position, in our Fairfield office. The right person should have at least 1-2 years of experience working as a Client Service Associate/Administrative Associate in the wealth management, financial planning, and/or asset management business.

The Client Service Associate will be supporting the practice of a top producer within the firm. The focus of this role will be on providing personalized client service, administrative support to the Financial Advisor. Our company is a client-first business and we pride ourselves on our warm, family atmosphere. A positive attitude and friendly personality is a must!

PRIMARY DUTIES:

• Maintain Advisor calendar & scheduling of clients and prospects
• Manage the client onboarding, account opening and asset transfer processes.
• Prepare new client onboarding packages, including new account applications, financial profiling forms, account transfer forms, and financial applications.
• Interact with internal planning team as the point person between advisor and planning for client proposals and reviews.
• Assist with the processing of client service administration, such as wire transfers, journal entries, and ACH transfers.
• Ensure that account opening and service requests are processed efficiently, while provide timely follow up to clients.
• Assist advisor with pre-appointment preparation (reports, applications, paperwork, etc.).
• Assist with the ongoing maintenance and accuracy of the CRM system.
• Answer the phone in a friendly, warm manner while managing incoming calls and resolving issues and tasks.
• Processing insurance applications and servicing clients

KNOWLEDGE, SKILLS AND ABILITIES

• Has 1 to 2 years of experience in similar role at a wealth management firm
• Has the experience and knowledge to conduct client calls and answer questions regarding accounts with the desire to lead client reviews in the future
• Ability to prioritize office responsibilities on a daily basis and manage their own time effectively.
• Attention to detail and maintaining a high quality of work.
• Proficient using computer technology (MS Office, Excel, etc).
• Ability to multi-task, solve problems, manage and meet deadlines.
• Industry and compliance knowledge.

PERSONAL REQUIREMENTS:

• Strong work ethic
• Strong interpersonal skills, professional demeanor
• Customer service oriented
• Trustworthy and honest

Education: Associate/Bachelor

This position is full-time (8:30 am – 5:00 pm) , must be willing to commute to this location

SALARY RANGE: $65,000 - $90,000

ABOUT BLEAKLEY FINANCIAL GROUP

For over 30 years, the advisors at Bleakley Financial Group have provided financial planning and wealth management services to clients throughout the country. As an independent firm with a small client-to-advisor ratio, Bleakley’s advice and guidance is personalized, objective and focused on client success. The company has an experienced team of over 100 investment professionals. With approximately $9 billion in assets under advisement, Bleakley puts its size and independence to work toward meeting clients’ financial goals. Visit www.bleakley.com

Company Description

For over 30 years, the advisors at Bleakley Financial Group have provided financial planning and wealth management services to clients throughout the country. As an independent firm with a small client-to-advisor ratio, Bleakley’s advice and guidance is personalized, objective and focused on client success. The company has an experienced team of over 100 investment professionals. With approximately $9 billion in assets under advisement, Bleakley puts its size and independence to work toward meeting clients’ financial goals. Visit www.bleakley.com