Palmer Group
As a
Client Service Associate
and a key member of the client service team, you'll ensure a seamless and secure client experience while supporting advisors in managing relationships and account operations. You'll handle client communications, troubleshoot portal access, and participate in meetings to enhance service delivery. Additionally, you'll oversee account maintenance, ensuring accuracy, compliance, and timely processing of forms, transfers, and money movements. You'll collaborate with the broader team to align service efforts with firm strategy and occasionally assist with office operations and special projects. Apply today to learn more!
Work model:
On-Site What you will do: Ensure a secure and well-functioning client environment (virtual and physical) Support advisors with client servicing, scheduling, and meeting coordination Respond to client inquiries and manage portal access and secure file sharing Participate in client meetings and document interactions in CRM Prepare and process account forms with accuracy and compliance Monitor account status and maintain data aggregation connections Handle money movement requests with proper documentation and confirmation Align with leadership direction and firm strategy Collaborate across teams to integrate service with planning and investment processes Provide occasional support for office operations and special initiatives What you will need to be successful:
Bachelor's degree in business, finance, accounting, or a related field 2+ years of client service experience in financial services (RIA or broker-dealer preferred) Series 65 and notary license (or ability to obtain within 6 months) Strong communication skills, both verbal and written Benefits overview: Health, dental, and vision insurance PTO 401k Pay + bonus
Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email afjobs@thepalmergroup.com.
Client Service Associate
and a key member of the client service team, you'll ensure a seamless and secure client experience while supporting advisors in managing relationships and account operations. You'll handle client communications, troubleshoot portal access, and participate in meetings to enhance service delivery. Additionally, you'll oversee account maintenance, ensuring accuracy, compliance, and timely processing of forms, transfers, and money movements. You'll collaborate with the broader team to align service efforts with firm strategy and occasionally assist with office operations and special projects. Apply today to learn more!
Work model:
On-Site What you will do: Ensure a secure and well-functioning client environment (virtual and physical) Support advisors with client servicing, scheduling, and meeting coordination Respond to client inquiries and manage portal access and secure file sharing Participate in client meetings and document interactions in CRM Prepare and process account forms with accuracy and compliance Monitor account status and maintain data aggregation connections Handle money movement requests with proper documentation and confirmation Align with leadership direction and firm strategy Collaborate across teams to integrate service with planning and investment processes Provide occasional support for office operations and special initiatives What you will need to be successful:
Bachelor's degree in business, finance, accounting, or a related field 2+ years of client service experience in financial services (RIA or broker-dealer preferred) Series 65 and notary license (or ability to obtain within 6 months) Strong communication skills, both verbal and written Benefits overview: Health, dental, and vision insurance PTO 401k Pay + bonus
Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email afjobs@thepalmergroup.com.