Job Number: 15983
Salary: $65K+ DOE
Industry: Financial Services
Must Haves:
- Associate’s degree or some college coursework; Bachelor’s degree preferred
- 2+ years of experience in investments or wealth management
- Proficiency with Microsoft Excel and Adobe Acrobat
- Experience with Microsoft SharePoint, Teams, and Outlook preferred
- Experience with Salesforce, Schwab Advisor Center, and DocuSign preferred
Your New Role:
Have you been eagerly looking to incorporate your client service experience in your next role? Check out this Client Services Associate role!
Your efficacious interpersonal abilities will be key as you’ll serve as the point of contact for clients, promptly responding to all inquiries, and managing requests in Salesforce to maintain seamless support. A sociable personability would thrive in this role as you’ll facilitate client transactions and collaborate with colleagues.
You’ll stand out among other applicants if you are tech savvy and have a sharp eye for details. Additionally, you’ll be responsible for maintaining accurate and compliant records to fulfill internal policies, and for providing thoughtful administrative support around the office by preparing, digitizing, and updating documents.
This is an on-site role with potential for a hybrid schedule.
Your New Organization:
This local B Corp investment firm values collaboration, innovation, and the client experience above all else. Here, you’ll find a small team of professionals who are focused on the big picture and thrive on clear communication and acknowledge the importance of life outside the office. This firm has proudly been independent for the last forty years.
Benefits include 100% employer-paid medical and vision coverage, an HSA with generous employer contributions, PTO, paid holidays, sick leave, and a 401(k) plus 6% match. They also have perks such as commuter reimbursement, charitable giving matching, and company volunteer events!