Client Service Assoc....
Client Service Associate
Posted on :
24-01-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2472866
Merkel Wealth Management is a leading financial planning and wealth management firm in central Ohio. We are seeking a personable team oriented and highly organized individual to join our team as a Client Service Associate. The successful candidate will be responsible for maintaining strong client relationships providing exceptional customer service and supporting the daily operations of the company.
The location of this role will be inoffice at our location in Columbus Ohio.
As a Client Service Associate you will do the following:
Respond to client questions and requests by providing accurate and timely information.
Manage incoming calls and emails.
Fill in at the front desk to greet clients when needed.
Process client transactions and ensure accuracy in account records.
Use our CRM to document and track client work items.
Provide support on products and services used by our financial advisors.
Complete and submit financial and investment documents including applications and withdrawal forms.
Compile reports and presentations for potential and existing clients.
Be up to date and knowledgeable on industry compliance.
Requirements
Minimum requirements for this role:
Experience in customer service.
Analytical thinking skills.
Strong attention to detail.
Strong mathematical skills.
Selfmotivated and confident with a strong work ethic.
Intermediate knowledge of Excel.
Ability to work independently and in a team environment.
Great communication skills.
Experience with CRM systems and practices.
Proficiency in Microsoft Office suite.
Desired for this role:
Degree in business finance marketing or a related field.
Experience in the wealth management and financial planning industry.
Advanced knowledge of Excel and PowerPoint.
Benefits
Work hours and benefits:
This is an inoffice role only at 1901 Northwest Blvd Columbus Ohio.
Our business hours are 830am5pm ET MondayFriday.
Dress is business casual.
Benefits:
Paid time off plus 9 paid holidays.
Medical Vision and Dental insurance.
401K plan.
Disability and Life insurance.
Minimum requirements for this role: Experience in customer service. Analytical thinking skills. Strong attention to detail. Strong mathematical skills. Self-motivated and confident with a strong work ethic. Intermediate knowledge of Excel. Ability to work independently and in a team environment. Great communication skills. Experience with CRM systems and practices. Proficiency in Microsoft Office suite. Desired for this role: Degree in business, finance, marketing, or a related field. Experience in the wealth management and financial planning industry. Advanced knowledge of Excel and PowerPoint.
Employment Type
Full Time
Key Skills
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