Client Services Associate

HHM CPAs; Chattanooga (TN); On-site; USD 40,000 - 60,000; Full time

Job summary

HHM Wealth Advisors in Chattanooga seeks a Client Service Associate to support the Client Service Team. The role focuses on delivering superior client service, supporting partners and staff, and maintaining client information onsite in Chattanooga, TN.

Responsibilities include processing trades, coordinating client reviews, CRM maintenance, onboarding new clients and handling documentation with accuracy and timeliness.

Qualifications

• Client-focused attitude and ability to deliver quality service.
• Ability to collaborate in a small company environment.
• Proficiency with Word, Excel and Outlook.
• Willingness to learn new tasks and software.
• Excellent written and verbal communication skills.
• Strong organizational and detail orientation.
• Ability to multitask and prioritize activities.
• Strong analytical and financial skills.

Responsibilities

• Accurately execute trades and verify trades daily.
• Complete trade corrections quickly and efficiently.
• Schedule client review meetings and prepare portfolio review documentation.
• Maintain CRM with review schedules and updates.
• Manage client requests efficiently.
• Onboard new clients and maintain client files.
• Process client documentation and account setup.

Skills

Client-first attitude

Team player

Multitask & prioritize

Analytical

Organized/detail-oriented

Communication

Willingness to learn

Tools

Word

Excel

Outlook

Job description

HHM Wealth Advisors is seeking a CSA to join our team.

As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus on the daily activities that support our mission of providing excellent client service. Duties and responsibilities will include the support of all partners, advisors and staff members.

This role will be onsite in Chattanooga, TN.

Areas of focus:

• Deliver superior client service
• Serve as liaison between advisor and client
• Manage client information

Duties and Responsibilities:

Trader:

• Accurately execute trades
• Verify trades daily
• Complete trade corrections quickly and efficiently

Client Service:

• Schedule client review meetings
• Create portfolio review documentation
• Maintain CRM with appropriate review schedules with updates as necessary
• Manage client requests efficiently

New Clients/Account Maintenance

• Client onboarding
• Document generation and processing
• Client file documentation maintenance

Qualifications:

• Client first attitude
• A team player, collaborative, able to work with others
• Desire/ability to work successfully in a small company environment
• Ability to multitask and prioritize a variety of activities
• Strong analytical and financial skills
• Organized/detail-oriented with a high degree of accuracy
• Good written and verbal communication skills
• Proficiency in Word, Excel, Outlook
• Willingness to learn new tasks/programs/software