Now Hiring: Client Service Associate

Position Summary:

The Client Service Associate enhances the client experience by providing exceptional client service, supporting office functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Wealth Advisor teams, as well as, new and existing clients.

Duties & Responsibilities:

Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date in CRM

Greet clients in a professional and friendly manner; build and nurture the client relationship

Onboard new client accounts, which includes the collection of required documentation and client information as well as preparation and execution of required account opening applications and/or forms

Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness

Perform administrative duties that support Wealth Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

Support the firm’s initiatives, assist with any company-wide projects or activities, and attend functions as needed

Order supplies for the office via applicable approved vendors

Ensure all office spaces visible by the client are tidy and organized

General office management and other ad-hoc duties as assigned

Requirements:

Bachelor’s degree or equivalent industry experience preferred

Strong computer skills and knowledge of Google Suite products

Exceptional interpersonal and client service skills

Critical thinking, attention to detail, and multi-tasking skills required

Excellent organizational skills

Team player with the ability to collaborate with others

Dependable/punctual

If you are interested in applying for a position, please send your resume to careers@warrenstreetwealth.com