Registered Client Service Associate

Platte River Private Wealth; Casper (WY); In loco; USD 65.000 - 85.000; Tempo pieno

Descrizione del lavoro

Platte River Private Wealth is seeking a Client Service Administrator in Casper, WY to support Financial Advisors by handling client inquiries, account maintenance, and asset transfers. You will deliver friendly, accurate service and help educate clients on financial concepts while upholding a high standard of integrity.

The role emphasizes relationship management, timely responses, and collaboration with the team to ensure operational excellence in a client-first environment.

Competenze

• Must hold Series 7 & 66 licenses.
• Foundational knowledge of investment and banking products.
• Detail oriented, especially in notetaking.
• Professional verbal and written communication.
• Energetic, self-motivated and coachable.
• Thrives in a fast-paced environment.
• Strong communication, time management, and organizational skills.
• Experience with a CRM is preferred (e.g. Redtail, Wealthbox, Salesforce).

Mansioni

• Always do what’s in the client’s best interest.
• Partner with clients via inbound calls to assist with financial inquiries.
• Prepare account paperwork and oversee asset transfer process.
• Clerical support and front desk duties.
• Assist in creating sales and marketing strategies.
• Manage promotional items/gifts.

Conoscenze

Series 7 & 66 licenses

Investment & banking product knowledge

Detail orientation

Professional communication

Fast-paced adaptability

Client relationship management

CRM experience

Strumenti

Redtail

Wealthbox

Salesforce

Descrizione del lavoro

The Client Service Administrator role provides operational support and assistance to Financial Advisors in managing and servicing client needs.Working cohesively with the team, this role involves both customer service and financial education while building, maintaining, and strengthening our company’s relationships with clients. Foster collaboration and ensure operational excellence through a people-first approach. Salary range of this position is $65k-$85k (depending on experience).Medical and matching 401(k) benefits are provided.

Essential Duties and Responsibilities

(Essential functions are those tasks, duties, and responsibilities that comprise the means of accomplishing the job’s purpose and objectives. Essential functions are critical or fundamental to the performance of the job. They are the major functions for which the person in the job is held accountable.)

• Always do what’s in the client’s best interest
• Act with integrity, honesty, kindness, with a warm/cheerful attitude
• Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions
• Partner with our clients via inbound phone calls to assist them with a variety of financial inquiries, from account maintenance to identifying and resolving issues
• Handle sensitive financial information with confidentiality and care
• Strong interpersonal and client relationship management (CRM) skills
• Prioritize competing tasks and follow established procedures to meet deadlines and maintain consistent service standards
• Oversee client engagement, managing and developing client satisfaction with the company’s products and services
• Client facing and engaging (soft skills)
• Prepare account paperwork and oversee asset transfer process
• Clerical support, front desk duties, receptionist, data input
• Assist in creating sales and marketing strategies
• Manage promotional items/gifts

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Must hold Series 7 & 66 licenses
• Foundational knowledge of investment and banking products
• Detail oriented, especially in notetaking
• Invested in personal development
• Professional verbal and written communication
• Energetic individual that is self-motivated and coachable
• Enjoys a fast-paced environment
• Strong communication, time management, and organizational skills
• Works quickly to fulfill client needs delivering complex solutions
• Frequent communication, and an abundance of discretion with sensitive information
• Experience working with a CRM software is preferred (i.e. Redtail, Wealthbox, Salesforce)

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions.

• Work Monday through Friday, located in our Casper, WY office.
• Work from 7:30am to 4:0pm (1 hour of Personal Time)
• Sitting at a desk on a computer, answering phones, meeting with clients

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.