Client Service Associate
Smoker & Company LLC
Ephrata, pennsylvania
Smoker Wealth Management LLC is seeking a dedicated and detail-oriented Client Service Associate to join our team. The Client Service Associate is responsible for providing support to our Financial Advisors and staff. Duties are varied but focus on providing our clients with a seamless and professional experience.
Responsibilities:
- Build and maintain professional relationships with clients by assisting them and answering questions in person and by phone
- Take initiative to handle account inquiries and escalate to financial advisors when appropriate
- Process new account openings and check deposits
- Maintain client records using Redtail CRM and Imaging systems
- Input and maintain compliance logs
- Generate appropriate forms and documents for account openings, transfers, and asset movement, as required by compliance
- Assist in client appointment preparation by generating...