Benefits:

401(k) matching

Dental insurance

Health insurance

Training & development

Vision insurance

The Client Associate position works with Alpha Wealth Management.

Job Summary

The Client Associate serves as a primary point of contact for clients, providing them with a high level of client support directly and virtually. The Client Associate also provides specialized clerical and administrative support services to company executives and/or partners, while managing sensitive and/or confidential information.

Education and Experience

Series 65 license preferred

Experience with/understanding of investments

Bachelor's degree preferred

College coursework/ degree in accounting, finance, or business-related field preferredTwo years of prior administrative office experience (or equivalent experience)

Proficient in Microsoft Office (specifically Excel and Word), and Adobe Acrobat

Knowledge

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment and meeting quality standards for services.

Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, transcription, designing forms, and other office procedures and terminology.

Knowledge of computer software, including applications and programming.

Skills

Ability to apply discretion and trust with confidential company information.

Actively looks for ways to assist others.

Possesses strong analytical skills with attention to detail and accuracy.

Gives full attention to what others are saying, takes time to understand the points being made, asks questions as appropriate, and responds with respect and professionalism.

Is aware of others' reactions, able to understand their reactions, and responds adequately.

Ability to work independently and honor work commitments.

Takes direction and follows through with assignments.

Able to monitor/assess one’s own performance to make improvements or take corrective action.

Able to receive and convey verbal and written information effectively as appropriate for various audiences.

Can determine the causes of operating errors and can find the necessary solutions.

Uses logic and reasoning to identify the causes, approaches, conclusions, and solutions to problems.

Primary Job Duties

Attend to clients by phone, email, online chat, or in person, providing information, guidance, and technical support with their accounts.

Coordinate with customers and third-party fiduciary to ensure all accounts are in good order.

Provide all interactions with clients in a professional and courteous manner.

Use applicable software and web-based programs to conduct daily business.

Keep records of client interaction and transactions, recording details of inquiries and assistance provided.

Creates and maintain confidential reports, records, and files.

Performs various secretarial, clerical, and administrative duties, with special attention to the fact that the information, decisions, and communication involved may be sensitive or confidential.

May assist with scheduling meetings and appointments.

May assist with legal documents and confidential reports; acquiring official signatures as required.

May assist with Microsoft Excel calculations and formulas.