Client Service Associate

Full Job Description

Description:

Position Overview:

• Responsible for overseeing the various aspects of client service to serve Wealth Solutions (includes Family Office, Sports & Entertainment, and/or Institutional clients) most efficiently and carefully and for designing and implementing processes and procedures to enhance the efficiencies of Division operations.
• The position also provides administrative support to team members and clients by performing a variety of complex duties in the areas of client service, investment management, office administration, and/or accounting to support the team in serving and assisting clients.

Requirements:
Qualifications:

• Strong ability to run and/or oversee multiple related and unrelated projects simultaneously
• Keen focus on overall client engagement and exceptional client satisfaction levels
• Desire to serve clients and co-workers with excellence
• Ability to establish and maintain strong rapport with clients
• Proven business mathematical skills and keen attention to detail
• Proven technical, analytical, and problem-solving skills
• Strong communication skills, both verbal and written
• Strong organization skills and systems acumen
• Proactive planning, discernment, and responsiveness to urgent needs
• Capability to excel in a team environment as well as working independently
• Aptitude and passion for learning new things quickly with a strong work ethic
• Demonstrates maturity in interpersonal interactions and strong followership – is open, adaptable, and exhibits flexibility and adaptability to changing needs.
• Positively contributes to a healthy, productive work culture and is not intimidated by strength in others, by actively displaying and encouraging a servant mentality and team-mindedness.
• Personal integrity and ability to discreetly handle confidential data
• Adept at prioritization with the ability to complete multiple time-sensitive tasks
• Excellent computer skills with strong proficiency in Microsoft Excel and Word

Education, Experience & Skills:

• Bachelor’s degree is required, preferably in Management, Business, Finance, and Accounting or a related field
• Minimum of three (3) years’ prior experience in operations support, office management, client service, investments, administrative support, trust operations, or accounting experience is strongly preferred.

Pay: $29.00-$31.50 an hour