Client Experience Associate – Wealth Management

SYM Financial Corporation; Winona Lake (IN); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Health Insurance

401(k) Match

Paid Time Off

Job summary

SYM Financial Advisors is seeking a Client Service Representative to join a team-driven environment. You will work with advisory teams to support clients’ day-to-day needs, helping open accounts, coordinate transfers, and manage meetings.

A proactive, detail-oriented approach and strong communication are essential. You will operate with a team of advisors and a Financial Planner to ensure timely responses, accurate CRM documentation, and smooth operational workflow, while maintaining a

Qualifications

• Minimum associate degree from an accredited college or university.
• Strong proficiency with Microsoft Office Suite and fast learner with new tools.
• Excellent written and verbal communication with a professional demeanor.
• Ability to solve problems and synthesize solutions from partial information.

Responsibilities

• Coordinate communication with clients, advisors, and custodians to open new accounts and perform transfers.
• Schedule client meetings using email, bookings, Teams, and Outlook.
• Organize action items and client materials after meetings for follow-up.
• Prepare meeting materials and run reports in portfolio management software.
• Support advisors by anticipating client needs to maximize advisors’ time.
• Handle requests from advisors and clients within 24 hours with accuracy and courtesy.
• Maintain professional communications with clients and internal teams; document items in CRM.
• Collaborate with custodians and team members to push through operational items.

Skills

Customer service

MS Office Proficiency

Typing skills

Professional communication

Team collaboration

Education

Associate degree

Tools

CRM software

Portfolio management software

Job description

SYM Financial Advisors is seeking a Client Service Representative to join a team-driven environment. You will work with advisory teams to support clients’ day-to-day needs, helping open accounts, coordinate transfers, and manage meetings.

A proactive, detail-oriented approach and strong communication are essential. You will operate with a team of advisors and a Financial Planner to ensure timely responses, accurate CRM documentation, and smooth operational workflow, while maintaining a