Client Service Associate

Private Advisory; Lehi (UT); Presencial; USD 70.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) matching

Health, vision, and dental plans

Vacation 2 weeks

PTO / Sick days 7 days

Descripción de la vacante

Private Advisory is a comprehensive wealth management firm dedicated to serving families and individuals. Join our team as a Client Service Associate. You'll work closely with an assigned advisory team to service daily client needs.

This is not a sales role, and we encourage growth and development within the firm. Base Salary ranges from $70,000 to $80,000 based on experience, with bonus, 401(k) matching, health/vision/dental plans, two weeks of vacation and seven days of PTO.

Formación

• 2+ years of experience in the financial industry.
• Bachelor's degree with emphasis in Accounting, Finance or related field.

Responsabilidades

• Engage with clients, providing exceptional service.
• Prioritize telephone calls, emails, and daily account maintenance.
• Process account openings, transfers, and distributions in compliance with regulations and company policies.
• Assist with administrative duties.

Conocimientos

Reliability

Detail Orientation

Interpersonal Skills

Career-Driven

Tech-Savvy

Confidentiality

Educación

Bachelor's degree in Accounting, Finance or related field

Descripción del empleo

Private Advisory is a comprehensive wealth management firm dedicated to serving families and individuals. Our expertise lies in portfolio management, tax strategies, and risk mitigation. If you're a responsible, professional, and people-oriented individual, we'd love to hear from you. Contact us today to explore this opportunity!

About the Role:

Join our team as a Client Service Associate. You'll work closely with an assigned advisory team to service daily client needs. Individuals are empowered to make a difference in the firm and in our clients' lives. We encourage and support individual growth and development. This is a detail-oriented position that requires the ability to multitask, anticipate needs, and adjust to changing priorities as well as operate as an effective team member. Areas of responsibility include a wide range of duties. This is not a sales role.

Client and Operational Support:

• Comfortably engage with clients, providing exceptional service
• Listen actively and respond professionally to client inquiries
• Prioritize telephone calls, emails, and daily account maintenance
• Process account openings, transfers, and distributions in compliance with regulations and company policies
• Assist with administrative duties

Required Skills:

• Reliability: You follow through on commitments and execute plans effectively
• Detail Orientation: You take a systematic approach and attend to the finer points
• Interpersonal Skills: Effective communication and listening are essential
• Career-Driven: You're eager to develop within financial services
• Tech-Savvy: Strong computer skills and a willingness to learn our software
• Confidentiality: You understand the importance of privacy and confidentiality

Required Qualifications:

• 2+ years of experience in a financial industry
• Bachelor's degree with emphasis in Accounting, Finance or related field

Pay Range and Compensation Package:

• Job Type: Full-Time
• Base Salary: $70,000 - $80,000 based on experience
• Bonus: Tied to personal and firm results
• Vacation: 2 weeks
• Personal Time Off / Sick Days: 7 days
• Retirement: 401(k) plan with matching
• Healthcare: Health, vision, and dental plans available