Client Service Associate

This role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. The goal will be for this individual to become licensed and involved in some parts of the financial planning process.

This role will include administrative and operational activities, but it will also include financial planning work and direct interaction with clients. This could be an ideal fit for someone who is new to but passionate about the financial planning profession. This is not a sales or business development role.

Requirements

• Bachelor's degree preferred.

• Outstanding written and oral communication skills.

• Highly organized with absolute attention to detail.

• Client-first attitude, creative thinker.

• Strong quantitative and analytical skills.
• Strong written communication skills.
• Ability to learn new technology systems.

• Proven ability to prioritize and handle multiple tasks efficiently.

• Self-motivated and demonstrated initiative.

• Strong computer skills with a proficiency in Microsoft Office and Outlook and efficient and effective at navigating the Internet and major social media platforms.

• Professional demeanor in handling all aspects of business.

• Ability to work courteously and respectfully with clients, co-workers, and vendors.

Benefits

Starting salary $60-65K with incredible potential for growth, bonus pool target 5-10%, 401(k) with current competitive match and discretionary profit-sharing, access to health and ancillary benefits through a cost-share