Client Success & Operations Associate

Measured Wealth Private Client Group, LLC; Portsmouth (NH); Presencial; USD 55 000 - 70 000; Tempo integral

Resumo da oferta

Measured Wealth Private Client Group, LLC is seeking a Client Service Associate to provide operational support under the Director of Operations. The role focuses on client service operations and administrative coordination.

Responsibilities include engaging with clients on operational requests, maintaining relationships with clients and Wealth Advisors, processing service requests, and ensuring accurate account openings. Strong organizational and MS Office skills are essential.

Qualificações

• Bachelor’s degree preferred.
• Minimum 2 years relevant experience in financial services preferred.
• Demonstrated client service skills with strong interpersonal and organizational skills.
• Competence with MS Office and familiarity with workflow procedures.

Responsabilidades

• Engage directly with clients for operational requests and account maintenance.
• Maintain effective working relationships with clients and Wealth Advisors.
• Have knowledge of workflows and processes specific to financial service client service operations.
• Process client service requests at the direction of Wealth Advisors.
• Provide account information to clients and advisors.
• Document correspondence in the CRM, linking documents where appropriate.
• Engage with clients to ensure proper account opening procedures and documentation; review new account forms for accuracy and completeness.
• Execute on administrative duties associated with office maintenance, phone operations, client mailings, and other tasks as needed.
• Compliance with all industry rules and regulations and firm policies.
• Other duties as assigned.

Conhecimentos

Client service

Interpersonal skills

Organizational skills

MS Office

Formação académica

Bachelor's degree

Ferramentas

Workflow procedures

Descrição da oferta de emprego

Measured Wealth Private Client Group, LLC is seeking a Client Service Associate to provide operational support under the Director of Operations. The role focuses on client service operations and administrative coordination.

Responsibilities include engaging with clients on operational requests, maintaining relationships with clients and Wealth Advisors, processing service requests, and ensuring accurate account openings. Strong organizational and MS Office skills are essential.