Client Service Advisor

Snowpine Wealth is an independently owned wealth management practice that delivers strategic financial guidance and a highly personalized client experience. Small yet mighty, we work collectively as a team to ensure our clients’ needs are met. As we continue to grow, we are seeking a Client Service Advisor who understands the needs of the business, is passionate about delivering an exceptional client experience, and excels in both communication and operational administration. Above all, the ideal candidate has a servant heart and the empathy of a close friend.

Responsibilities

Interacts daily with clients, including basic inquiries and sensitive account information; Schedules meetings on the phone, in person, virtually, and through mailings; Works both independently and within a team environment to provide crucial support to the financial advisors and branch office; Opens new client accounts, processes money movement, and researches information as needed; Creates and maintains records and files utilizing Client Relationship Management (CRM) software; Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures; Places trades as directed by and on behalf of Wealth Partner; Performs other duties and responsibilities as assigned

Requirements

2+ years of general office, customer service, and relationship management experience; Bachelor's degree required; Series 7 & 66 required or willing to obtain within stated period after start date; Knowledge of company's working structure, policies, mission, and strategies; Knowledge of general office practices, procedures, and methods; Skill in Client Relationship Management (CRM) software or similar contact management software; Skill in Microsoft Office 365 applications; Effective communication across multiple client platforms (in-person, virtual, phone and mail); Ability to operate standard office equipment and use required software applications; Ability to analyze and research account information; Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines; Ability to identify time sensitive items and assess competing priorities; Ability to take initiative and proactively follow up on submitted items; Ability to provide a high level of customer service in a calm, professional manner; Ability to use mathematics sufficient to process account and transaction information; Ability to communicate effectively, both orally and in writing, with all organizational levels; Ability to work both independently and as part of a cohesive team

Benefits

Medical Insurance Stipend; PTO + Market Holidays