Client Service Associate

We are an independent financial advisory firm in Bala Cynwyd PA backed by more than 40 years of stability service and success. Our focus is on delivering the highest level of care understanding and support to new and existing clients as they navigate real-life financial situations and milestones that matter most to them. We take the time to listen to our clients and serve as trusted advocates guiding them through personalized financial planning investment management insurance solutions employer-sponsored retirement plans and more. We are an established team and we never hesitate to help one another.

Continued growth has created the need for a dedicated Client Service Associate to support one of our lead advisors and his book of 175 clients. You will play an important part in servicing maintaining and enhancing the strong relationships built with our clients. Whether you are completing paperwork opening new accounts handling service requests scheduling meetings or preparing for them you approach each task with care and an unmatched level of accuracy and efficiency. Ideally you have a working knowledge of industry software systems and processes but we are also comfortable with providing training to the right individual who brings strong transferable skills from sister industries. You are exceptionally organized detail-oriented and committed to delivering a smooth confidence-inspiring experience with every client interaction. You are proactive naturally curious and take pride in your work. You are always striving to be better and do better consistently seeking ways to take tasks off the advisors plate so they can focus on financial planning meeting with clients and delivering value. Your personal drive initiative and ability to manage competing priorities are what will make you successful here!

Key Responsibilities

Administrative & Operations Support

• Calendar Management : Expertly manage the Advisors calendar including scheduling client meetings internal appointments and professional commitments. Coordinate travel logistics (flights hotels ground transportation) as needed.
• Communication Management : Act as the primary gatekeeper screening and prioritizing incoming emails calls and mail. Draft and proofread correspondence reports and presentations for internal and external audiences.
• Practice Management : Maintain an organized practice. Assisting with internal practice tracking management and administration.
• Technology & Systems : Proficiently utilize internal software (e.g. CRM Practice Dashboard) to manage client data and workflows. Serve as the point of contact between the practice and back office.

Client Service & Meeting Preparation

Compliance & Documentation

Qualifications

What We Offer

Required Experience :

IC

Key Skills

Restaurant Experience,Time Management,Food Service,Data Entry,Customer Service,Direct Support,Computer Skills,Serving Experience,Medical office experience,Dietary Department Experience,Medical Terminology,Phone Etiquette

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 60000 - 75000