Job Summary
The Client Service Associate is the primary contact for clients, helping ensure their questions and service needs are handled promptly and professionally. This role also keeps client-related processes and daily office operations running smoothly while providing administrative support to advisors.
Responsibilities
- Respond to client inquiries and deliver attentive, high-quality service.
- Process and manage client paperwork, helping maintain accurate and organized records.
- Support daily office operations and assist with administrative tasks.
- Coordinate advisor schedules and help arrange client meetings.
- Follow up with clients and others as needed to keep requests and next steps on track.
Qualifications
- At least one year of experience in financial services or client relationship management.
- Proficiency with CRM platforms and Microsoft Office is preferred.
- Familiarity with financial planning software is preferred.
- Strong client-service skills and the ability to manage inquiries, paperwork, scheduling, and follow-ups are important for success in the role.
Bill Good Marketing provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
