Senior Client Service Associate

Job Description

Seeking an experienced Client Service Associate to work alongside senior financial advisor. Associate will be an integral part of client relationships and serve as an alternate contact to clients along with their advisor.

Duties and Responsibilities

Meticulous handling of client service work and problem resolution

Assist with client onboarding process and maintaining excellent relationships with clients

Assist advisors in proactively communicating with clients

Keep client records updated

Meet continuing education requirements as needed

Education and Experience

At least five years of industry experience required

Series 7 & 63/66 preferred

Bachelor’s degree preferredCompany Description

At Spartan Wealth Management, we pride ourselves on fostering a collaborative and dynamic work environment where innovation and growth are encouraged. Our team members work closely with our leadership to impact our firm and the clients we serve positively. We maintain a boutique atmosphere with a tight-knit, family-like culture while striving for excellence in wealth management.

Joining Spartan Wealth means becoming part of a firm that values individual contribution and empowers employees to shape their career paths. We are dedicated to building a diverse and inclusive workplace where each team member can thrive and bring fresh ideas that drive our success.

Full-time