Job Description

The Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager(s) they have been assigned and for the firm in general. Main duties include assisting clients by answering inquiries, preparing client paperwork, scheduling meetings, executing transactions at the advisor’s request, and contacting clients with information regarding their investment accounts.  

The successful candidate will embrace the Core Values of Confluence Financial Partners: Do Right, Improve Everyday, Enjoy The Journey, and Be Thankful.  

If you’re ready to advance your career on a team that’s dedicated to growing and improving on a daily basis, then a position with Confluence might be a great fit for you! 

Responsibilities and Duties

• Function as an assistant to the advisor(s) assigned by the firm 
• Assist clients with requests related to account and money management 
• Contact clients via electronic means, written correspondence, or telephone 
• Update, maintain, and/or access client accounts, transactions, or documents 
• Ensure all necessary paperwork has been received by the client and provide explanations on proper completion of documents 
• Arrange internal pre-meetings and client meetings for advisors 
• Prepare reports or materials 
• Maintain client and firm records 
• Other duties as assigned 

Qualifications

• Bachelor’s degree required 
• Prior experience in financial institution preferred 
• Proficient in Microsoft Office Suite, especially Excel 
• Proven track record of analyzing data and interpreting results 
• Demonstrated understanding of financial markets and trends is a plus 
• Exemplary track record of customer service 

Job Type: Full-time 

Benefits