Client Service Associate - Wealth Management

Description

As a Client Service Associate, you will play a key role in ensuring our clients feel valued and supported throughout their journey with us. Your friendly demeanor, problem-solving skills, and attention to detail will help us maintain the high level of service Lions Wealth is known for.

Key Responsibilities

· Serve as the first point of contact for client inquiries, ensuring a welcoming and professional experience. · Build and maintain strong relationships with clients by anticipating their needs and providing timely, proactive communication. · Support the financial advisory team with administrative tasks, such as preparing meetings, preparing documents, and managing client records. · Assist with onboarding new clients, ensuring a seamless and positive transition. · Help plan and execute client events, ensuring details are handled with care to create memorable experiences. · Outgoing communication: Assist the team with account maintenance and updates, which will include communicating with clients and third parties, such as accountants, attorneys, insurance companies, 529 companies, etc. · Support marketing efforts by assisting with client communications, newsletters, social media, and other outreach initiatives. · Collaborate with team members to actively improve client service processes and implement best practices. What We Are Looking For · A friendly, people-oriented personality with a passion for delivering exceptional client experiences in a team environment. · Strong verbal and written communication skills. · Detail-oriented with great follow-through and the ability to manage multiple tasks efficiently, always looking to systematize, organize, and improve. · Proficiency in Microsoft Office, CRM technologies, and an eagerness to learn new technologies in the wealth management space. What We Offer · A supportive, team-focused environment where your contributions are valued. · Opportunities for professional growth and development and career advancement. · Competitive compensation and benefits package. · The chance to make a difference in the lives of our clients and their families daily.

Requirements

Between 2-5 years of experience in client services, financial services, banking or administrative roles. Experience with Wealthbox and E-Money