Client Service Associate

Sound Harbor Wealth Partners is a nationally recognized team with a boutique feel yet the backing from a Fortune 500 infrastructure. Small yet mighty, we work collectively as a team to ensure our clients’ needs are met. As we are evolving, we are seeking a Client Service Associate who thrives in a team environment. The ideal candidate is also strong in both communication and back-office operations/administration.

Responsibilities

Daily interactions with clients, including basic inquiries, account information, and scheduling of 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; Open new client accounts, process money movement, and research 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; Placing trades as directed by, and on behalf of Wealth Partner; Manage and oversee office inventory; Performs other duties and responsibilities as assigned.

Requirements

5+ years of general office experience; 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; Skill in effective communication across multiple client platforms (in-person, virtual, phone and mail); Ability to operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases; Ability to analyze and research account information; Ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment; Ability to identify time sensitive items and assess competing priorities; Ability to take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns; 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 use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually; Ability to work both independently and as part of a cohesive team; Ability to provide a high level of customer service.

Benefits

Medical Insurance Stipend; Retirement + Match; PTO + Market Holidays