Client Experience Associate — Grow with a Trusted Wealth Team

CX Institutional LLC; Auburn (IN); On-site; USD 40,000 - 70,000; Full time

Job summary

CX Institutional LLC d/b/a Credent Wealth Management seeks a Client Service Associate to support Wealth Advisors by attending client and prospect events and building relationships to deliver a premier client experience.

The role works closely with Wealth Managers to execute account paperwork, financial reports, and maintain ongoing communication, ensuring a service level that goes beyond expectations and supports advisory team processes.

Qualifications

• Progressive analytical knowledge, client service, and interpersonal skills.
• Excellent verbal, written, and presentation communication skills.
• General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.)

Responsibilities

• Onboard, maintain, and offboard clients, accounts, and client relationships through system account updates and fielding questions from clients about their account status.
• Process new client accounts, combine accounts, transfer accounts, client banking information, or close accounts by following system business processes.
• Create, transfer, and update client households in CRM, custodial and finance systems, including beneficiaries, address and contact changes, new and transitioning account information, and financial life events.
• Identify, communicate, assist, and resolve questions and concerns from clients with online systems access, functionality, and provide demo use when necessary.
• Understand, demonstrate, and continually improve a thorough and well-rounded knowledge of account types, regulatory compliances, basic trade instructions, account settlements timeframes, RMDs, account roll-overs, security holdings, and investments.
• Assist the Client Care Coordinator (CCC) role when necessary, providing scheduling support, answering and routing phone calls to team members.
• Prepare, hosts, and attends assorted web conference calls and other office meetings about new business processes, systems use, onboarding/offboarding updates, etc
• Remain knowledgeable in the policies and regulations of the regulatory bodies to ensure compliance with all work activities.
• Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations
• Comply with company-wide policies and SEC regulations

Skills

Analytical skills

Client service

Interpersonal skills

Education

High School Diploma

Associate's Degree

Bachelor's in Finance or Business Administration

Tools

Microsoft Office

Job description

CX Institutional LLC d/b/a Credent Wealth Management seeks a Client Service Associate to support Wealth Advisors by attending client and prospect events and building relationships to deliver a premier client experience.

The role works closely with Wealth Managers to execute account paperwork, financial reports, and maintain ongoing communication, ensuring a service level that goes beyond expectations and supports advisory team processes.