DESIRED SKILLS INCLUDE:

• Financial Services – Managed Account, Annuity, and Life Insurance experience preferred
• Client Service experience within an Investment Firm / RIA Firm
• Solid communication, relationship building, and analytical skills
• Demonstrate strong attention to detail
• Effective and efficient time management

The Client Services Associate position is an ideal role for a detail-oriented individual who is interested in pursuing a career within a growing investment and financial planning firm. This individual will perform a variety of administrative, clerical, and basic finance tasks that support our “Client First” core value. This individual will provide full-lifecycle support to our clients from onboarding new client accounts to servicing requests and continually providing follow up and feedback to our clients.
The Client Services Associate will perform a variety of skill and experience-based tasks within our Client Support Department. We are looking for someone that thrives in a fast-paced office environment. An individual with B2B or B2C client/customer experience is an ideal candidate.