Report on New Client Service Associate For Growing Firm (non Sales Role)

New Client Service Associate For Growing Firm (non Sales Role)

SilverOak Investments, LLC is a small, but rapidly growly registered investment advisory firm that grew 6x in AUM in the past 4 years. Currently, we are a four-person firm, in our late 20âs-30âs, with experience working in the wire-house and independent channel. Because of that, we are looking to break the mold on the traditional âfinancial firmâ culture and environment. We are not about corner offices and big titles; we are about radical truth and open mindedness. Employees that are passionate and love their work will in return provide great service and build meaningful relationship with our clients!

We currently ARE NOT looking for an analyst or junior advisor type candidate. This is a service concentrated role, with an expansion of other administrative/marketing duties.

The right candidate must have the following:
⢠Some administrative or clerical experience (or equivalent)
⢠Excellent verbal and written communication skills
⢠Experience with Microsoft Word and Microsoft Excel
⢠Presentable and professional demeanor
⢠Ability to multitask and prioritize workload to ensure sensitive materials are completed in an effective and timely manner
⢠Self-starter, eager, and willingness to learn
⢠Service-oriented attitude
⢠Proactive approach mentality
⢠Compassionate and adaptable
⢠Common sense

The following skills are preferred:
⢠Experience with CRM (Salesforce specifically)
⢠Web design experience is a PLUS!

Client Service Associate responsibilities include, but not limited to:
⢠Answer and screen calls, emails, and effectively prioritize workflow for the Financial Advisor
⢠Process day-to-day transactions for client accounts (ex. all money movements, address changes)
⢠Prepare client paperwork (this includes checking for completeness and accuracy)
⢠Independently research, prioritizes, and follow-up on multiple incoming issues and concerns addressed to the Financial Advisor
⢠Administrative support
⢠Assist with special projects as requested

What you get:
⢠REAL potential for growth (not just empty promises and verbal upsells)
⢠Medical & Dental insurance
⢠Flexible and drama free work environment
⢠Salary Range $40,000 - $50,000 (DOE)

Experience Requirements: 
Not requirements
Date posted:
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