Client Experience Associate - Financial Services Support

Stuartmartinchamber; Town of Florida, Northern (NY, KY); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Paid time off

Job summary

Stuartmartinchamber in Town of Florida, NY seeks a Client Service Associate who provides exceptional service to Financial Advisors daily, building trusted client relationships and handling onboarding, account maintenance, and communications.

You will research and resolve client inquiries, support digital tools adoption like DocuSign and Schwab platforms, manage calendars, assist with marketing initiatives, and contribute to a fast-paced, collaborative environment.

Qualifications

• Experience providing client service in a financial or advisory setting.
• Ability to onboard new accounts and maintain records.
• Strong communication and problem-solving skills.
• Ability to maintain confidentiality per code of conduct.

Responsibilities

• Build and maintain professional relationships with clients by assisting them.
• Take initiative to handle customer needs and escalate to financial advisors when appropriate.
• Maintain confidentiality in accordance with our Code of Conduct.
• Supporting the FAs in cultivating and enhancing new and existing client relationships
• Educating or enrolling clients in digital tools (e.g. DocuSign, Schwab.com, and the Schwab app)
• Enter profile information or pre-fill account documentation, onboard and maintain client accounts
• Supporting the FAs marketing strategy (e.g., website maintenance)
• Participating in special projects and/or other duties directed by FAs
• Answering inbound phone calls or making outbound calls with updates on service requests
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Assisting with general in-office support functions such as copying, filing and scanning documentation

Skills

Client service

Interpersonal skills

Administrative support

Problem solving

Tools

DocuSign

Schwab.com

Schwab app

Job description

Stuartmartinchamber in Town of Florida, NY seeks a Client Service Associate who provides exceptional service to Financial Advisors daily, building trusted client relationships and handling onboarding, account maintenance, and communications.

You will research and resolve client inquiries, support digital tools adoption like DocuSign and Schwab platforms, manage calendars, assist with marketing initiatives, and contribute to a fast-paced, collaborative environment.