Client Service Associate
Client Service Associate
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Job Description
Modern Wealth Management in Exton PA is seeking a Client Service Associate to join our growing team. Client service is our #1 priority and we are looking for someone with the same mindset to join us as a fulltime CSA. You will be working with our team under the direction of our Lead Advisors. To learn more about the firm please visit our website: modwm
Salary & Benefits:
- Starting salary of $55000 to $65000 per year based on experience
- Life insurance
- 100 company paid employee only premiums for Health Dental & Vision Coverage
- 4 company 401(k) match 100 vested
- Vacation/PTO
- Learning opportunities
- Great working environment with professional growth opportunities
- Healthy worklife balance is a priority to us and we want it to be a priority for you too
ClientFacing Responsibilities:
- Serve as the first point of contact for clients visitors and stakeholders greeting guests warmly answering inquiries and providing assistance and information as needed.
- Schedule and coordinate appointments meetings and conference room bookings ensuring accuracy efficiency and professionalism in all interactions and communications.
- Assist with administrative tasks such as data entry filing and document preparation to support office operations and ensure smooth functioning of daytoday activities.
- Contribute to the overall client experience by providing exceptional customer service anticipating needs and proactively addressing concerns to ensure client satisfaction and loyalty.
- Handle all paperwork for clients and the firms custodians
- Respond to client requests open new accounts process money out transactions etc.
- Followup and document work as appropriate in our CRM (Salesforce)
- Handle client RMDs
- Attend and contribute to team meetings
Requirements:
- 1 year of experience in customer/client service a professional office
- Experience with webbased CRM or other similar software
- Proficient with MS Word Excel and Outlook
- Techsavvy with the ability to quickly learn to navigate various webbased platforms
- Positive energetic friendly and serviceoriented
- Detailoriented and organized
- Ability to follow/interpret procedures and see tasks and projects through to completion
Qualified candidates will start the process by having a 1530 minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward you will be required to fill out a Career History Form and if you are selected to advance in the process you will meet with the firm. Qualified candidates may be asked to take assessments.
At Modern Wealth Management we are committed to fostering a diverse equitable and inclusive workplace where all employees feel valued respected and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds experiences and identities to apply.
Required Experience:
IC
Employment Type
Full-Time
