Job Description

The Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager they have been assigned and for the firm in general. The main role is to assist clients by answering inquiries, preparing client paperwork, scheduling meetings 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!

Job Type: Full-Time

Pay: From $55,000 per year

Work Location: Multiple locations

Responsibilities

• 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 client and provide explanation 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 preferred
• Prior experience in a financial institution preferred
• Proficient in Microsoft Office Suite programs, especially Excel
• Proven track record analyzing data and interpreting results
• Demonstrated understanding of financial markets and trends is a plus
• Exemplary track record of customer service

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Education

• High school or equivalent (required)

Experience

• Customer service: 1 year (preferred)