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TRUE Private Wealth Advisors · 4 weeks ago

Client Service Assistant

Salem, OR

Full-time

Onsite

New Grad, Entry Level

TRUE Private Wealth Advisors is a firm dedicated to providing wealth management services, and they are seeking a Client Service Assistant to support Wealth Advisors and ensure the efficient functioning of the firm. The role involves providing administrative and operational support, assisting with account management, and maintaining client relationship management systems.

AdviceFinancial ServicesProfessional ServicesWealth Management

Responsibilities

Provide administrative and operational client service support to assist the business activities of the Client Service Manager(s) and Wealth Advisor(s)

Assist CSM and Wealth Advisor(s) by establishing new accounts and processing various financial transactions for new or existing clients

Perform various administrative functions for the Wealth Advisor(s), CSM, Clients, and/or other branch staff including, but not limited to, handling telephone calls, requests for research reports, requests for account information and services and researching account problem

Act as client liaison with outside company such as Fidelity Investments, Envestnet, broker dealers, mutual fund, and annuity companies

Maintain client relationship management systems: establish new contact records, maintain existing records, and schedule regular client contact activities

Qualification

Customer serviceMicrosoft OfficeCommunication skillsOrganizational skillsMultitasking abilitiesLeadership skillsClient-focused mindsetAttention to detail

Required

High school diploma required

Strong communication (both verbal and written) and leadership skills are required in order to work effectively with all levels in an organization and in a variety of industries

Excellent customer service skills required

Attention to detail and ability to manage multiple on-going projects are required to assure service and product credibility and quality

Proficiency in Microsoft Word, Excel, and Office

Typically requires reliable transportation

Strong organizational and multitasking abilities

Ability to work effectively with all levels of the organization

Professional demeanor and client-focused mindset