Client Associate
Client Associate
Posted on :
24-08-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
24-08-2025
Job Description
Client Associate
About Us
We are a full-service financial planning firm that specializes in creating tailored strategies customized to each clients personal needs and aspirations. Our focus is to simplify the complexities of wealth and provide our clients with confidence in pursuing their financial goals. Our team values integrity confidentiality and collaboration.
Summary
We are seeking a detail-oriented and proactive Client Associate to join our team at Loft Advisors Wealth Management in Sioux this role you will provide essential administrative and operational support to our team ensuring the smooth daily operation of our office and delivering exceptional service to clients. Hours include Monday-Friday 8-5.
Duties
- Assist with onboarding new clients and establishing accounts.
- Process and track client paperwork ensuring accuracy and completeness.
- Maintain and update client information in internal systems.
- Support financial planning through data entry and basic analysis.
- Assist financial advisors with administrative tasks and client service needs.
- Prepare materials for client review meetings and manage follow-up action items.
- Educate clients on account services and available technology tools.
- Review and refine workflows to improve quality and efficiency.
- Implement operational enhancements as needed.
- Other duties as assigned.
Qualifications
- Organizational Excellence: Ability to manage multiple tasks prioritize effectively and maintain strong attention to detail.
- Communication Skills: Professional and pleasant verbal and written communication abilities.
- Technical Proficiency: Comfortable using Microsoft Office Suite (Word Excel Outlook Teams); experience with CRM systems is a plus.
- Reliability & Initiative: A dependable self-starter who works well independently and as part of a team.
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience
- College degree preferred;
- Prior administrative or office experience preferred. Financial services industry experience is a bonus but not requiredtraining will be provided for the right candidate.
- Upon hire candidate will be expected to obtain the Series 7 and 66 licenses. We provide full support throughout the process including covering all the exam fees and study materials to ensure your success.
What We Offer
Competitive salary and performance-based bonuses; a comprehensive benefits package including health dental and 401(k); opportunities for professional development and licensing support; and a collaborative supportive team environment. We are committed to long-term career growth through ongoing training mentorship and clear advancement opportunities.
Work Environment
Office: The work environment of this job includes interacting with others in an office setting and the noise level is usually moderate.
Physical Demands
Light: The physical demands of this job include bending sitting and occasionally lifting up to 10 pounds with or without reasonable accommodation.
Requirements of All Employees
To perform the job successfully an individual should demonstrate the following:
Adaptability - Adapts to changes in the work environment
Attendance/Punctuality - Is consistently at work and on time; Arrives at meetings and appointments on time
Career Apparel - Adheres to the Career Apparel policy; Demonstrates professional appearance during Bank hours or at after-hours Bank functions
Customer Service - Responds promptly to customer needs including requests for service and assistance; Provide courteous personal attention to promote ongoing relationship servicing with customers
Dependability - Follows instructions responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan
Design - Demonstrates attention to detail
Initiative - Looks for and takes advantage of opportunities; Asks for and offers help when needed
Innovation - Shares suggestions for improving work
Interpersonal - Maintains confidentiality; Remains open to others ideas and tries new things
Judgment - Exhibits sound and accurate judgment
Motivation - Measures self against standard of excellence
Communication - Listens and gets clarification; Responds well to questions; Participates in meetings; Writes clearly and informatively; Able to read and interpret written information
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports and upholds organizational goals and values
Planning/Organizing - Uses time efficiently; Completes work in a timely manner
Problem Solving - Identifies and resolves problems in a timely manner
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accepts responsibility for own actions; Inspires the trust of others; Works with integrity and ethically
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality
Safety/Security - Observes safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly
Team Work - Gives and welcomes feedback; Contributes to building a positive team spirit
Technical Skills Understands basic computer software programs; Strives to continuously build knowledge and skills; Shares expertise with others
Required Experience:
IC
Employment Type
Full Time
Key Skills
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