Client Services Associate

Client Service Specialist

Parcion Private Wealth is looking for a dynamic individual to assist in our firm’s promise to help clients reach their goals and aspirations. We are seeking an experienced Client Service Associate (referred to at Parcion as Client Service Specialist or CSS) to join our firm. The CSS works closely with our entire Advisory Department, Operations and the Investment Management Department to diligently craft every aspect of the client experience.

The Client Service Specialist is one of the firm’s most critical client relationship team members. The CSS’s primary focus is to manage the day to day operations and provide support on all matters pertaining to client relations and account administration. The CSS assists by developing and nurturing client and team relationships, training and mentoring entry level associates, and continuously assessing current processes and suggesting or implementing process changes to improve the...

Who We are:

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.

We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.

Who We Want:

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures that all paperwork and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the...

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including...

This role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. The goal will be for this individual to become licensed and involved in some parts of the financial planning process.

This role will include administrative and operational activities, but it will also include financial planning work and direct interaction with clients. This could be an ideal fit for someone who is new to but passionate about the financial planning profession. This is not a sales or business development role.

Requirements

• Bachelor's degree preferred.

• Outstanding written and oral communication skills.

• Highly organized with absolute attention to detail.

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Summary: Financial Plan

ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

Essential Duties and Responsibilities

• Supports Lead Advisor of a large book of business including handling all administrative functions for Lead Advisors and the firm
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/tack messages appropriately and according to firm guidelines
• Assist in client meeting...

Full-time, Client Service Associate (CSA)

Requirements

Summary:

Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.

We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.

This role offers an opportunity for growth into roles with expanded responsibilities with a firm...