Client Service Associate

About Summit

Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $1.6 billion in client assets. While some RIA (Registered Investment Advisor) firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we are always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing and known for our openness to innovative ideas and approaches. We actively encourage our clients and associates to suggest ways to improve our service delivery and operations-and make our firm an even better place to work. We can help move your career from now to next.

Job Summary

The Client Service Associate assists the advisors by performing functions related to account paperwork, data management and maintenance of account information.

Duties and Responsibilities

The Client Service Associate position focuses in the following areas:

Support an advisor service team

Serve as subject matter expert for custodian paperwork and processes

Process, track and resolve issues with custodian paperwork

Update and maintain client data in portfolio management system

Submit trades to custodians

Qualifications

The Client Service Associate position typically requires the following qualifications:

Associate's Degree or Bachelor's Degree from an accredited college or university preferred but not required

Experience in a client service and data entry environment

Proficiency with Microsoft Office Word, Excel, and Outlook required

Experience with Client Relationship Management (CRM) software

Experience with data-management and performance reporting software program a plus

Problem-solving ability, thoroughness, cautiousness, attention to detail

Ability to work independently in a fast-paced environment

Ability to multi-task and follow specific directions

Strong written and verbal communication skills

Team player, professional in interactions with associates and clients

Takes initiative to research and resolve issues

Desire/ability to work successfully in a small company environment

Strict confidentiality of clients' information is necessary

Salary and Benefits

Pay/benefits are competitive based on industry standards.

Salary based on experience

Bonus

Benefits include health insurance and 401(k) plan

Financial support for professional accreditation/continuing education requirements and other education/training opportunities

Summit Financial Strategies, Inc. is an Equal Opportunity Employer