Job Description

Client Service Associate

Do you take pride in a job well done and seek to exceed expectations? Do you act with a servant’s heart?

We value organized and detail-oriented professionals who are self-starters and life-long learners that like helping people achieve their dreams. We are looking to add a committed team player to join our growing firm.

The role of Client Service Associate is a valued member of our team who will be aligned with and assist a senior advisor with day-to-day operations to amplify the advisor’s role, success of our clients, and growth of the firm.

How will you help support our clients and practice?

• Work directly with an experienced CERTIFIED FINANCIAL PLANNER® professional
• Support all aspects of the advisor role without pressure of sales or prospecting
• Record live meeting notes, as well as organize post meeting debriefs
• Manage tasks, follow-ups and workflows to ensure prompt and accurate client service
• Act as point of contact and coordinator between advisor(s), clients, team members and industry partners
• Oversee implementation of new financial plans, investment accounts and insurance applications
• Assistance with management of advisor’s calendar and email
• Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to service model
• Approach all scenarios with a “how can I help improve this” mindset
• Consistently seek to enhance existing processes with the goal of reducing friction and providing a “Wow!” client experience with every interaction

Who do you need to be?

• Honest and full of integrity. Understanding we are helping clients with an important, integral and intimate part of their lives; their money.
• A natural service provider who derives their energy from a supporting role
• A self-starter who pro-actively ‘sweats the small stuff’ and creatively identifies opportunities to “Wow!”
• Excellent communicator in both verbal and written mediums
• Comfortable in a fast-paced work environment offering variety and constant evolution
• Technologically savvy and embracing of the continued adoption of industry-leading technology and processes
• An excellent multi-tasker with ability to be both quick and thorough; never sacrificing significant attention to details and data accuracy
• A student of personal development on the journey of best-self realization

Qualifications and Skills Preferred

• Prior personal, administrative, or executive assistant experience
• Prior investment or insurance industry experience
• Microsoft Office Skills - Outlook, Excel, PowerPoint, Teams, OneNote
• Industry Technology Platform Experience – eMoney, Wealthscape, Envestnet, EZapp
• Familiarity with CRM software or client database management
• Preference and ability to primarily work in-office
• For hybrid flexibility – protected and professional home office space

Compensation & Benefits

• Primary office location will be New Castle, DE with some hybrid opportunities
• Full-time starting salary up to $55,000 per year
• Competitive PTO Offering
• Retirement Plan with Match
• Health & Welfare Benefits including Medical, Dental, and Vision Insurance
• Supportive, collaborative, positive and growth-oriented work environment

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