Client Service Associate

Client Service Associate on the Wealth Team delivering exceptional client service. Builds and maintains client relationships, manages new client implementations, coordinates and directs client activities with the team, and assists as needed. Responsible for day-to-day administrative duties including scheduling, marketing, accounts payable/receivable, and supporting reception. Understands client business needs to identify value-added wealth-management services. Reviews activities for controls to prevent errors and misstatements; participates in learning opportunities through internal resources and compliance/practice management. Strong PC proficiency with MS Office; CRM experience (Salesforce, Redtail) and eMoney are pluses. Demonstrated ability to manage multiple tasks, exceptional client relations, and effective communication; highly organized and team-oriented.