Client Services Associate-Wealth Management

At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met.

Our work environment includes:

Modern office setting

Growth opportunities

Lively atmosphere

Safe work environment

Mentorship

POSITION SUMMARY

The Client Service Associate supports a team of Financial Advisors in multiple facets of client engagement. They are the primary point of contact for clients on a day-to-day basis.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

EQUAL OPPORTUNITY IS REAL HERE

SCS embraces diversity and equal opportunity as essential to the core of who we are.

We are committed to building a team that represents a variety of backgrounds, perspectives,

and skills.

COMPENSATION

Base compensation between $72,000 and $78,000.

Our compensation package includes fully employer-paid premiums for medical, dental, and vision insurance for our employees, ensuring comprehensive health coverage as part of our commitment to their well-being.

ESSENTIAL FUNCTIONS

Provide advanced support to assigned Financial Advisory team by administering client data gathering, paperwork preparation and monitoring and ongoing administrative support.

Maintaining database records, including recording detailed notes in CRM software on tasks, client records, activities, etc.

Scheduling and prepping client meetings

Drafting and processing correspondence to and from clients

Managing paperwork workflows from initiation to completion

Preparing, processing, and tracking paperwork required for client processing.

Executing the client onboarding process

Attending client meetings as determined necessary by financial advisors.

Assisting with the firm’s compliance requirements

Running best practice reports to assist financial advisors with practice management functions.

Communicating with clients and internal staff to resolve account-related issues.

Managing and maintaining online access points for clients

Coordinating with clients to gather missing information.

Resolving customer service case files

Other duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES:

Excellent written and verbal communication skills.

Strong presentation skills.

Strong analytical and research skills

Ability to design and implement practical training.

Outstanding customer service, multi-tasking, and problem-solving skills.

Proficiency in Microsoft Office applications and proven ability to quickly learn other software applications as needed.

Interpersonal skills, notable attention to detail, outstanding time management, and organizational skills.

Previous experience using Salesforce prefered.

EDUCATION AND EXPERIENCE:

Bachelor’s Degree in a related area preferred.

At least four years of administrative experience in financial advisory services.

WORK ENVIRONMENT/PHYSICAL DEMANDS

Core Hours: In Person 8 AM - 4:30 PM, Mon-Fri.

Computer Use: Analyzing data, software, and reports.

Client Meetings: Occasional regional travel.

Deadline-Driven: Occasional extended hours.

Professional Attire: Business dress code.

Physical Requirements: Desk-based, light lifting.