We are looking for a master multi-tasker with excellent communication skills and an upbeat attitude. Candidates should be able to assist management and all visitors to the company by handling office tasks, providing polite and professional assistance via phone, mail, and e-mail, making reservations or travel arrangements, and generally being a helpful and positive presence in the workplace.

To be successful as an Client Services Associate, candidates should be professional, polite, and attentive while also being accurate. They should always be prepared and responsive, willing to meet each challenge directly. Client Services Associates must be able to work fro home, be comfortable with computers, general office tasks, and excel at both verbal and written communication. Most importantly, applicants should have a genuine desire to meet the needs of others.

Client Services Associate Job Duties and Responsibilities

• Work directly with clients to effectively manage their needs and preferences
• Communicate via telephone and email to address customer issues
• Obtain and process all client information and transactions
• Answer client questions or concerns in a timely, informative, and professional manner
• Calmly handle customer complaints and work to find solutions
• Seek assistance and report major problems to upper management
• Create new accounts and maintain client portfolios
• Compile and update necessary documents, contracts, etc.
• Ensure compliance with necessary specifications and regulations
• Prospect for new clients and coordinate initial meetings
• Develop and foster growth within existing clientele
• Frequently check-in with clients to confirm their satisfaction of services provided
• Inform clients of any new available services or updates to existing ones
• Work with and report progress to Director of Client Services
• Assist with human resources
• Perform basic administrative and clerical duties as necessary
• Assist with and contribute to marketing and advertising initiatives
• Exhibit expert knowledge regarding the products and services offered
• Work according to set standards and operating procedures

Client Services Associate Requirements and Qualifications

• THE CAPABILITY TO WORK FROM HOME 99% OF THE TIME IS A MUST
• Bachelor's degree in business, finance or related field
• 2+ years experience as a client services associate
• Certified Financial Planner (CFP) credential a plus
• FINRA license (Series 6, 7, 65, or 66)
• Extensive background in financial planning and investment management
• Must have own laptop or desktop computer with internet access
• Knowledge of google office suite is a plus
• Needs to be a fast study
• Must be self motivated and work with little to no supervision
• Highly computer literate and proficient in Microsoft Suite
• Strong organizational skills
• Highly detail-oriented
• Excellent communication skills both oral and written
• Comfortable working independently
• Exceptional customer service skills
• Excels in financial analytics
• Thrives in a fast paced environment
• Adept problem solver
• Deadline driven