Client Service Associate "CSA"
Key Responsibilities:
- Provide administrative support to financial advisors and the Director of Client Services, including scheduling meetings, preparing reports, and managing client communications.
- Assist with the onboarding process for new clients, ensuring all necessary documentation is completed accurately and efficiently.
- Handle client inquiries and requests in a timely and professional manner.
- Maintain and update client records in the firm’s CRM system (Salesforce).
- Prepare and process account paperwork, including transfers, distributions, and other transactions.
- Monitor and follow up on pending client requests and outstanding issues.
- Coordinate with custodians, brokers, and other financial institutions to resolve client account issues.
- Assist with the preparation of client reviews, presentations, and financial planning documents.
- Schedule and assist with preparation for prospect and client meetings.
The ideal candidate must have strong organizational skills, excellent communication abilities, and a commitment to delivering exceptional client service. This role requires someone who has a blend of a strong work ethic, self-motivation, and teamwork, along with excellent organizational skills and attention to detail. The ideal candidate should be proactive in seeking solutions, comfortable in asking questions when needed, and adept at problem-solving. This role offers a great opportunity for someone who thrives in a dynamic environment and enjoys making a positive impact on client satisfaction.
Qualifications:
- Experience at an investment firm or financial advisor - 3 years
- Bachelor’s degree preferred
- Outstanding organizational abilities and adeptness at multitasking, meticulous attention to detail, strong problem-solving skills.
- Proficient in strategizing, prioritizing, coordinating, and successfully managing multiple projects concurrently.
- Full-time, in Saratoga Springs, NY office
- Monday – Friday 8:30 – 5:00
- The salary range for this role is $65,000 - $75,000, depending on qualifications and experience.
- Benefits include health insurance, paid vacation, retirement plan – available after you pass your 90-day introductory period.
- Bonus structure is in place for the team’s production milestones.
- Training is provided for your specific responsibilities.
How to Apply:
Interested candidates should submit their resume and cover letter to careeropportunities@mmwealth.com with the subject line Client Service Associate Application – [Your Name].
Interested candidates should submit their resume and cover letter to careeropportunities@mmwealth.com with the subject line Client Service Associate Application – [Your Name].
