Client Service Associate

Angott Search Group has partnered with our client in their search for a full-time Client Service Associate to provide operational and administrative support to our clients, Wealth Coaches and Service Team. The ideal candidate must be team-focused, have extreme attention to detail and must have excellent organizational, task and time management skills.

Responsibilities:

  • Assisting Wealth Advisors in servicing new and existing clients via phone and email.
  • Preparing account paperwork and initiating asset transfers, distributions and money movement requests.
  • Preparing forms, reports, letters and various materials for client meetings.
  • Performing standard billing calculations.
  • Trouble-shooting, implementing and enhancing existing operational processes and procedures.
  • Maintaining notes and records using client relationship management and performance software.
  • Supporting Wealth Advisors and service Team with special projects and initiatives.

Requirements:

  • Bachelor’s degree or comparable industry experience.
  • 2+ years’ experience working for a Broker-Dealer or Registered Investment Advisor is required to be considered for this position.
  • Skilled with spreadsheets and customer relationship management software.
  • Curiosity for understanding financial and investment concepts and digging into details.
  • Exceptional level of accuracy and attention to detail.
  • Strong verbal, written and interpersonal skills.

To apply for this job email your details to scindrich@asgteam.com