Client Service Associate

Job Summary: J. Patterson Group Inc., is a corporation offering investment guidance to high net worth families, retired financial advisors, and trusts through Momentum Independent Network. Help conduct the fluid operation of a wealth management company. As an employee of J. Patterson Group Inc., you will assist with daily business activities and provide exceptional service to clients.

Job Description: Client Services Associate’s responsibilities will change over time as instructed by Investment Adviser Representative to meet the ongoing needs of the company.

· Draft and send correspondence to clients and home office.

· Document contact with clients.

· Be proactive in supporting investment adviser representative with high priority projects.

· Provide clients with timely attentive service.

· Respond to client requests and provide information as needed.

· Update and maintain client management system.

· Track and confirm client and investment adviser representative requests have been completed.

· Maintain company website.

· Update and submit marketing materials to compliance for approval.

· Schedule appointments and prepare agenda for client meetings.

· Communicate with home office on business matters.

· Capture meeting notes and prepare meeting summary.

· Coordinate information received when onboarding new client.

· Develop and suggest process improvements to increase firm efficiency.

Skills and Education: Highly motivated individual that displays professionalism, excellent attention to detail, and will take ownership of their operational responsibilities.

· Genuine interest in serving and caring for other people.

· Excellent attention to detail and ability to work in fast paced environment.

· Strong interpersonal communication skills with clients and staff.

· Strong problem-solving, decision making, and analytical skills.

· Excellent organizational, grammatical, and time-management skills.

· Proficient computer skills (Word, Excel, PowerPoint, and email)

· Ability to handle multiple tasks in a day, prioritize, and meet tight deadlines.

· Excellent positive attitude and polite phone etiquette.

· Finance background is preferred.

· High school degree or higher.

Environment: Executive office in Mansfield Texas.