Job Details

At Wealth Partners, we take a discerning and client-focused approach to everything we do. As our team evolves, we are seeking a Client Service Associate who shares our vision and values. The ideal candidate is a good communicator with strong skills in compliance and technology. Are you ready to seize the opportunity? Read on and apply below. Job Description. Essential Duties and Responsibilities. Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients. Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office. Open new client accounts, process money movement, and research information as needed. Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion. Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor. Create and m...Client Service, Associate, Client Relations, Financial Advisor, Customer Service, Relationship, Retail