Job Description
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
- College coursework/ degree in accounting, finance, or business-related field preferred
- Bachelor's degree preferred
- Two years of prior administrative office experience (or equivalent experience)
- Proficient in Microsoft Office (specifically Excel and Word), and Adobe Acrobat
- Series 65 license highly desirable
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.