Client Services Associate
We are a full-service brokerage firm, serving affluent individuals and families, retirees, and business owners. We are looking for a self-starter who enjoys building relationships with our existing clients; someone professional, energetic, and organized.
CURRENT POSITION REQUIREMENTS:
- Proactively communicate with clients on a regular basis through a range of communications vehicles
- Complete quarterly projects that move the company towards its long-term objectives. Present to leadership each quarter.
- Complete client service requests timely and track completion
- Schedule client and team meetings as required
- Manage all details of clients, prospects, and vendors in CRM
- Random acts of kindness (RAKS) for existing clients
- Event coordinating
- Business tracking for advisors
- Lead weekly meetings with advisors and/or teams
- Arrange and participate in meetings, conferences, and project team activities
- Commit to continuous education and professional development to remain current in industry issues, CRM and financial planning software, including report and analysis preparation
- Foster an environment of open, honest, and timely communications
- Comply with firm, broker dealer and industry standards
Required Skills and Experience:
- 3+ years of experience in the financial services or client services industry
- Exceptional oral and written communication skills
- Excellent follow-up and follow-through capabilities
- Personable, approachable with a positive attitude
- Organized, meticulous, detail-oriented, and able to multitask
- Able to interact well with sophisticated, high net worth clients and all employees
- Able to exercise good judgment by recognizing urgency and setting priorities
- Professional attitude, demeanor, and appearance
- Able to work independently with good problem solving, mathematical and time management skills
- High degree of confidentiality and latitude
- Proficient with Windows based software, including MS Word, Excel, PowerPoint
Preferred Skills and Experience
- Knowledge of Redtail, Morningstar and/or portfolio management software a plus
- 5+ years of experience in the financial services industry, preferably with an investment management or advisory firm
- Work experience that demonstrates interpersonal and teamwork skills
Please submit resumes to info@synergywealthalliance.com