Client Service Associate

Role Overview

• Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolutions
• Handle client questions on account activity, policies, and documentation
• Submit and process account activities such as new accounts, transfers, maintenance, and trade orders
• Proactively reach out on time-sensitive items like RMDs, distributions, and tax forms
• Research and resolve complex issues while coordinating with internal departments
• Maintain accurate client information in CRM and support administrative needs (scheduling, meeting prep)

Requirements

• 1-3 years of financial industry experience, preferably in wealth management
• Strong background in client service with excellent communication skills
• Ability to go in office M-F in our Williston, Vermont office
• Experience with the Microsoft program suite (Outlook, Word, Excel)

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off