Client Service Associate

Thorley Wealth Management Inc; City of Rochester (NY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Competitive salary

Opportunity for advancement

Profit sharing

Training & development

Job summary

Thorley Wealth Management Inc, located in Rochester, NY, is seeking a full-time Client Service Associate to ensure exceptional client support and assist financial advisors with various tasks. The ideal candidate will have at least one year of experience in a financial services administrative role, strong organizational abilities, and familiarity with customer service principles. The job offers a salary range of $55,000 to $75,000 per year, and includes benefits such as a 401(k) and health insurance. A notary public license is a plus.

Qualifications

• 1+ years of administrative assistant experience in financial services.
• Strong organizational, decision-making, and analytical skills.
• Excellent oral and written communication.
• Ability to work under pressure and maintain attention to detail.

Responsibilities

• Provide exceptional customer service to clients.
• Assist advisors in preparing for client meetings.
• Maintain CRM system and manage client information.
• Coordinate marketing efforts and special projects.

Skills

Administrative support experience

Customer service skills

Strong organizational skills

Attention to detail

Technical aptitude

Interpersonal communication

Tools

Microsoft Office Suite

CRM systems

Job description

Client Service Associate

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Competitive salary
• Opportunity for advancement
• Profit sharing
• Training & development

Job Description

Dynamic financial services firm seeks self-starter to keep growing office organized. This integral position will provide exceptional customer service to clients, work directly with, and support the administrative needs of our financial advisors and assist with the workflow needs of the office.

Summary

The ideal candidate is honest, hard-working, ethical, and friendly; has a high level of integrity; and wants to be challenged. Must be organized, possess strong attention to detail, be able to work independently and solve problems, be comfortable on the phone and handle multiple projects simultaneously. Must be comfortable with technology and internet savvy. Experience in Microsoft Office Suite is required. Must be able to handle customer service and client needs. Must be highly adaptable and team oriented.

Principal Responsibilities

• Help advisor prepare for client meetings; process new business, completing all forms correctly and submit them for processing within one business day; track all pending business paperwork; follow up on outstanding items; maintain pending business summary and update advisor weekly; file client statements, correspondence, and agreements completely within five business days.
• Anticipate advisor needs and handle them proactively.
• Maintain CRM system to enter new contacts, update existing contacts, and utilize, update, and create workflows.
• Answer the phone and handle all client services issues within capacity.
• Use excellent customer service skills to build client relationships.
• Draft letters as directed by advisor, prepare, and send outgoing mail.
• Assist advisor with marketing efforts, coordinate marketing events and activities, spearhead special projects; other marketing activities as determined.
• Become familiar with and backup receptionist position.
• Make suggestions to systematize and improve office functions.
• Other miscellaneous tasks as assigned.

Required Skills, Knowledge and Competencies

• 1+ years of experience as an administrative assistant in the financial services field
• Strong organizational skills; detail oriented; strong decision-making and analytical skills; ability to work independently; ability to maintain attention to detail while under pressure.
• Strong technical aptitude, including strong PC, internet, and software skills; ability to use multiple technology platforms.
• Superior interpersonal, oral, and written communications skills
• Notary Public license a plus

Job Type

Full-time

Salary

$55,000 - $75,000 per year

Schedule

8 hour shift, Monday to Friday

Work Location

In person with some virtual workdays