Client Service Associate

Overview

We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment Advisory Firm (RIA).

Physical Duties And Responsibilities

• Enhance the client experience by responding to client requests and providing both operational and administrative support to wealth advisors.
• Address client service requests with a superior level of service and responsiveness; research client inquires and proactively manage follow-up communications and materials.
• Cook with other departments in the organization to meet the needs of clients.
• Communicate updates to clients and advisors for all client requests.
• Proactively identify and anticipate client needs by staying attuned to life events, account activity and advisor priorities.
• Maintain client database (Wealthbox CRM) for tracking and follow up, assist with outgoing correspondence.
• Manage company policies that relate to client satisfaction standards and ensure that all employees are following these standards.

Job Specifications (Skills, Knowledge, And Abilities Required)

• Bachelor’s degree required
• 3-5+ years of experience in client services, preferably within an RIA, wealth management firm, or financial services environment
• Familiarity with RIA custodial platforms, particularly Charles Schwab
• Ability to multi-task and organize work to meet deadlines across multiple projects for multiple team members with limited supervision
• Prior proven organizational skills with ability to prioritize as well as anticipate future needs; strong attention to detail
• Proven strong problem-solving skills with ability to identify challenges and develop solutions to overcome them
• Experience supporting financial advisors directly and genuine interest in financial markets/wealth management
• Excellent interpersonal skills, team-oriented with high level of accountability
• Strong client relationship and communication skills
• Strong research and critical thinking skills, with ability to synthesize and interpret data quickly
• Excellent verbal and written communication skills, strong telephone skills
• Proficient in Microsoft Office suite, Adobe, CRM systems (i.e. Salesforce, Wealthbox, etc.), portfolio management systems (Orion, Addepar, Tamarac etc.)

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.