Licensed Client Service Associate for Wealth Management Family Office
About Congruent Wealth
At Congruent Wealth, we prioritize our client families. We collaborate with them to determine and define the true purpose of their wealth, and then assist them in achieving those goals.
Many of our clients fall into the ultra-high net worth category, where there’s a unique perspective on wealth, with its distinct joys and challenges. We leverage our experience in this area, understanding every specific detail, no matter how big or small. Better yet, we know how to help simplify those complexities, so our clients can be more confident in their family’s future for generations to come.
To that end, we are looking for someone who has worked in and around UHNW individuals and families and is experienced with the high-level touchpoints required to provide excellent service.
The Role of Our Client Service Associate
The role of our Client Service Associate is to act in tandem with our Financial Advisors to manage the day-to-day operational and support duties that serve our clients.
You will enhance the client experience and provide exceptional service, support the firm’s functions, and serve as administrative and operational support to those families we work with.
Our ideal candidate works well as part of a team and does not get ruffled by high-pressure deadlines.
The principal duties are:
- To assist the Financial Advisor with specific administrative tasks that may or may not include direct interaction with clients.
- The Client Service Associate (CSA) provides an excellent level of support for both our clients and prospects and provides critical process infrastructure.
- Data Entry, including entering comprehensive notes from client reviews that have to be mined and codified for processing paperwork for client accounts.
- Administrative support includes but is not limited to, responding to incoming emails and not letting them linger, distributing mail, preparing outgoing mailings, and processing communication between our firm, investment product firms, and our clients.
- Produce quotes and product illustrations
- Preparing Weekly Staff Meeting Agendas.
- Onboard new client accounts, including assisting the FA to complete the documentation and applications.
- Maintain client relationships through the processing of client requests, resolving client inquiries, and ensuring that client information and documentation is kept current.
- Respond rapidly to client concerns and maintain regular status updates regarding their service issues.
- Liaison between our strategic partners and our clients.
- Create and compile service reports and financials for management purposes.
- Stay current about company products and services.
The person we’re looking for thrives in a high-energy environment. You are outgoing, enjoy client interaction, and find satisfaction in helping people. You have high emotional intelligence and an aptitude for identifying opportunities to go above and beyond in helping clients. You enjoy resolving client concerns and asking questions to help dig into the heart of problems.
You are a problem solver with a high work ethic, and you have a good understanding of technology. You are punctual, organized, and self-motivated. You are also detail-oriented and checklist-driven.
REQUIRED SKILLS AND QUALIFICATIONS:
- A Series 7 License
- Strong working knowledge of MS Office suite of programs
- Excellent organizational and multitasking skills.
- Attention to detail and ability to independently solve problems
- Familiarity with customer-relationship management (CRM) software programs
- Ability to explain complex concepts in a clear, simple manner to clients.
- Excellent organizational and multitasking skills.
- Ability to maintain a calm and polite manner in stressful situations.
- Willingness to cooperate with clients and management to resolve any issues that may arise.
This is a well-compensated role with a great growth trajectory and plenty of room for expansion. But we are also a high-octane group, with high expectations. So we get a lot done, and we have fun doing it, but not everyone loves this lifestyle. So if you like being well-paid for a job well done in an environment that moves quickly, then we’d love to talk to you!
Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
Compensation package:
Weekly schedule:
Work setting:
Experience:
- Client services: 1 year (Required)
- Financial services: 2 years (Required)
Ability to Commute:
- Jacksonville, FL 32216 (Required)
Work Location: In person