Financial Client Associate – Part-Time

Jobtailor; Town of Texas (WI); On-site; USD 42,000 - 60,000; Full time

Job summary

Jobtailor in Wisconsin seeks a detail-oriented client services assistant to support financial advisors, onboarding clients, and handling documentation. You will coordinate with advisors to streamline account openings and maintain accurate client records.

You will use Salesforce, Orion, and MoneyGuidePro to enter data, prepare reports, and support planning activities while maintaining regulatory compliance and strong communication with clients and team members.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• Minimum 1+ year of work experience in client services.
• Proficient in Microsoft Office Suite and ability to learn other software.
• Experience with Salesforce, Orion and MoneyGuidePro is a plus.
• Strong customer service and interpersonal skills.
• Detail oriented with excellent organizational skills.

Responsibilities

• Serve as primary contact for clients and provide high level support.
• Respond to client inquiries and ensure timely resolution.
• Assist advisors with opening accounts and sending required documents.
• Research and resolve account problems and missing documents.
• Identify errors and initiate corrective measures.
• Follow up and relay correct information to clients.
• Create, prepare and review daily client reports and presentations.
• Maintain client notes using Salesforce, Orion and MoneyGuidePro.
• Assist in financial planning by entering client data in MoneyGuidePro.
• Walk clients through account setup and review options in the client portal.
• Scan and organize documents.
• Schedule client meetings and calendar events.
• Execute daily tasks and notifications.
• Prepare correspondence and assist with mailing and client requests.
• Liaise between the Branch and Home Office on technology needs and projects.
• Assist with prospecting new clients via mailings and seminars.
• Follow firm policies and regulatory compliance guidelines.
• Perform administrative duties for Financial Advisors or branch manager.
• Provide backup support to other branch staff.
• Perform other related duties as assigned.

Skills

Client services

Multi-tasking

Time management

Interpersonal skills

Communication skills

Detail oriented

Data entry

Education

Bachelor’s Degree

Tools

Salesforce

Orion

MoneyGuidePro

Microsoft Office Suite

Microsoft Bookings

Pershing/NetX360

Job description

• Serve as primary point of contact for clients and provide a high level of support
• Respond to client inquiries and ensure timely resolution
• Assist Financial Advisor(s) with opening new accounts and sending required account and transaction documents
• Research and resolve account problems and missing documents
• Identify errors and initiate corrective measures
• Follow up and relay correct information to clients
• Create, prepare and review daily client reports and presentations
• Maintain client notes and follow up on resulting action items using Salesforce, Orion and Microsoft Bookings
• Assist in financial planning by entering client data in MoneyGuidePro
• Walk clients through account setup and review options in the client portal
• Scan and organize documents
• Schedule client meetings and calendar events
• Execute daily tasks and notifications
• Prepare correspondence and assist with mailing and client requests
• Act as liaison between the Branch and Home Office on technology needs, outside vendors, branch procedures and related projects
• Assist Financial Advisor(s) with prospecting new clients through mailings and seminars
• Follow firm policies, procedures and regulatory compliance guidelines
• Perform administrative duties for Financial Advisor(s) or branch manager
• Provide backup support to other branch support personnel
• Perform other related duties as assigned

Requirements

• Bachelor’s Degree, and/or equivalent work experience
• Minimum 1+ year of work experience in client services, preferably within the financial industry
• Proficient experience with Microsoft Office Suite and ability to learn other software and technology
• Experience with Pershing/NetX360, Salesforce, Orion and MoneyGuidePro is a plus
• Professional presence with strong customer service and interpersonal skills experience
• Detail oriented with excellent organization skills and ability to manage a variety of tasks
• Ability to multi-task and work in a fast-paced, evolving environment
• Excellent time management skills
• Excellent oral and written communication across in-person, phone and virtual channels
• Ability to seek new ways to improve processes and suggest new ideas and approaches
• Ability to exercise discretion in handling confidential information
• Ability to work in a stationary position for several hours at a time
• Ability to lift up to 25 pounds occasionally
• Some filing is required

Core Competencies

Demonstrates strong client service capabilities, with proficiency in managing client inquiries, account setup, and financial planning processes. Skilled in utilizing Salesforce, Orion, and MoneyGuidePro to enhance client interactions and support financial advisors effectively.

Highest-signal resume keywords

• Client Services Experience
• Proficient in Microsoft Office Suite
• Experience with Salesforce
• Detail Oriented
• Excellent Communication Skills

Hard Skills

• Client Account Management
• Financial Planning Assistance
• Document Organization
• Data Entry in MoneyGuidePro
• Error Identification and Resolution

Soft Skills

• Strong Customer Service Skills
• Excellent Time Management
• Interpersonal Skills
• Ability to Multi-task
• Detail Orientation

Certifications & Qualifications

• Bachelor’s Degree

Industry Keywords

• Financial Industry
• Regulatory Compliance
• Client Support
• Administrative Duties
• Branch Procedures

Tools & Technologies

• Salesforce
• Orion
• MoneyGuidePro
• Microsoft Bookings
• Pershing/NetX360