Client Services Associate - Waterworth Wealth Advisors

Requirements

Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives.

Deepen client relationships through proactive, regular client interaction, including appointment scheduling and correspondence: answer all incoming calls and make positive client impressions on behalf of the firm.

Aid in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, and post-meeting documentation.

Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures.

Deposit checks received and maintain the check blotter in adherence to compliance guidelines.

Maintain CRM database; define and ensure adherence to appropriate client service models.

Manage and update mailing lists for birthdays, holidays, and firm marketing efforts.

Manage multiple and competing priorities daily in pursuit of business objectives.

Support client communications and social media marketing.

Qualifications, Skills, and Behavioral Requirements

• Bachelor's Degree along with a minimum of 3 years executive administrative experience; financial services industry experience a plus
• Strong written and verbal communication skills
• Pays close attention to detail, ensures accuracy and completeness of work
• Proficient with CRM Systems as well as Outlook, Microsoft Word, Excel, and PowerPoint
• Basic knowledge of financial principles, retirement products, or financial planning
• Proven ability to manage advanced, confidential, administrative duties
• Outstanding organizational skills and excellent follow-through
• Capable of acting as a self-starter with an excellent ability to multi-task and prioritize
• Prefers a systematic approach to decision making but is capable of timely responses
• Prefers to be accommodating to the needs of clients and co-workers but able to take a personal position that is different from the group's position when necessary

Benefits

• A collaborative team environment with competitive pay and an opportunity for team bonuses
• Growth opportunity (education/experience/exposure to high level investing and financial matters)
• Direct communication/access to the principle of the firm
• PTO and Holidays
• Discounted gym rates
• Health benefits
• Birthday and Team Celebrations