Client Service Associate-Sojourn Wealth Management

The Client Service Associate is critical to appropriately leveraging Advisors’ time, and supports Advisor team including handling all administrative functions for Financial Advisors and the firm. This position utilizes excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Requirements Essential Duties and Responsibilities • Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) and workflows where available • Deposit checks received and maintain check blotter in adherence to compliance guidelines • Maintain client information in CRM database with discretion; define and ensure adherence to appropriate client service models • Manage and update mailing lists for birthdays, holidays, and firm marketing efforts • Order supplies for office and act as point of contact for any infrastructure requests • Maintain office appearance and cleanliness, including break room • Assist in preparation of reporting on a monthly/quarterly basis • Manage multiple and competing priorities on a daily basis in pursuit of business objectives • Other responsibilities as assigned by Advisors Education and/or Experience • Bachelor’s degree in a business-related field a plus • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred Knowledge, Skills, and/or Abilities • Proficient computer skills (Outlook, Word, Excel and Power Point) are essential • Excellent communication skills, both verbally and in writing • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once • Ability to build relationships with clients and partners in a friendly, welcoming demeanor • Superior attention to detail • Self-learner/problem-solver Job Type: Part-time [25-30 hours per week] with Full-time potential Pay: $18-$23 per hour based on experience Location: In office