Join Our Team
Client Service Associate
Good Wealth Management is seeking a technology savvy Client Service Associate (part-time or full-time) for our Harrisonburg office. As a Client Service Associate, you will be an integral part of the team (from managing our technology, assisting current clients with their general account needs, to providing executive support to the Senior Financial Advisor, you will make an impact every day).
Requirements
Bachelor’s Degree. You must have a keen eye for details. You have a welcoming personality and enjoy providing exemplary customer service. Some key skills: resourcefulness, creative problem solving, proper etiquette, emotional intelligence, foresight and anticipation, adaptability, meticulous organization, servant’s heart, grit, effective communication, tech savviness, prioritization.
Job Description
CLIENT SERVICE
- Second in line to receive client telephone calls, may greet clients in reception area
- Client meeting preparation (level 1)
- Client communication through telephone, e-mail and letters
- Field and/or respond client questions (level 1)
- Help processing paperwork and following up with clients
MARKETING ASSISTANCE
- Prepare Firm Introductory Packets
- Assist in implementation of client appreciation and marketing events
- Maintain Social Media calendar
- Create, design, share Social Media materials
BASIC FINANCIAL PLANNING
- Data entry into financial planning software
- Client data maintenance
- Run illustrations as needed
ADMINISTRATIVE/PRACTICE MANAGEMENT
- CRM data entry and maintenance (including scanning, copying and shredding)
- Update and maintain client management systems, and office technology
- One to one and group meetings (may create the agenda, may be note taker)
- Order office supplies
MISCELLANEOUS
- As needed
COMPENSATION
- Based on experience. Great people deserve great benefits such as:
- Paid time off
- Health insurance
- Access to retirement plan
- Annual bonus based on firm and individual performance
- Work life balance and flexibility is important to us; we are extremely considerate of your personal life.
INTERESTED?
**** Please send your resume (intro letter welcomed) to info@goodwm.com. No phone calls please. ****
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