Wealth Management Client Services Associate

Confluence Financial Partners; Canonsburg (Washington County); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Employee assistance program

Paid time off

Gas card savings program

Paid training/tuition assistance

Job summary

Confluence Financial Partners is seeking a Client Service Associate to provide administrative support and basic financial functions for the Wealth Manager and the firm. You will assist clients with inquiries, prepare paperwork, schedule meetings, and communicate investment account information.

The successful candidate will have a Bachelor’s degree, experience in a financial setting, and proficiency with Microsoft Office.

Qualifications

• Prior experience in a financial institution preferred.
• Proficient in Microsoft Office Suite programs, especially Excel.
• Proven track record analyzing data and interpreting results; understanding of financial markets and trends is a plus.
• Exemplary track record of customer service.

Responsibilities

• Function as an assistant to the advisor(s) assigned by the firm.
• Assist clients with requests related to account and money management.
• Contact clients via electronic means, written correspondence, or telephone.
• Update, maintain and/or access client accounts, transactions or documents.
• Ensure all necessary paperwork has been received by client and provide explanation on proper completion of documents.
• Arrange internal pre-meetings, and client meetings for advisors.
• Prepare reports or materials.
• Maintain client and firm records.
• Other duties as assigned.

Skills

Customer service

Data analysis

Microsoft Excel

MS Office Suite

Education

Bachelor’s Degree

Tools

Microsoft Office Suite

Excel

Job description

Confluence Financial Partners is seeking a Client Service Associate to provide administrative support and basic financial functions for the Wealth Manager and the firm. You will assist clients with inquiries, prepare paperwork, schedule meetings, and communicate investment account information.

The successful candidate will have a Bachelor’s degree, experience in a financial setting, and proficiency with Microsoft Office.