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who... a staffing company · 1 day ago

Client Services Associate

Hunt Valley, MD

Full-time

Onsite

Entry Level

$65K/yr - $85K/yr

1+ years exp

Who Staffing is looking for a Client Service Associate / Marketing Assistant for a fulltime, direct hire opportunity with a busy wealth management firm in Hunt Valley, MD. The role involves managing client communications, scheduling meetings, and assisting with marketing projects to support high-net worth clients.

ConsultingHuman ResourcesInformation TechnologySoftware

Hiring Manager

Donald Coleman

Responsibilities

Receive and process incoming mail

Field client phone calls in a professional and friendly manner

Receive and greet client visitors

Assist with client accounts and inquiries

Schedule client review meetings for advisors

Prepare client meeting materials for the advisors

Maintain accurate records of all incoming and outgoing correspondence

Scan and file documents

Assist advisors with client needs and related tasks

Assist with client account documents

Assist with marketing and assigned projects

Assist with client/website communications

Knowledge of the operations of LinkedIn

Creation of “Financial Services Blogs” as identified by the Financial Advisor (FA). After completion and approval. These Blogs are to be posted on LinkedIn

Working with a Marketing Company to design post templates and (any required) graphic design

Working with Compliance to ensure that all posts are approved before posting

Manage the scheduling of Posts

Re-purpose the posts and re-send to prospects (in the form of emails) as directed by the FA

Evaluate (with FA) effectiveness of the Blogs / Posts

Maintain a “Blog Library” of all Posts on the Teams Website

Develop Financial themed Events as offered by FA

Select Event location and work with venue owner to schedule the event

Plan all details for the event (Food, seating, speaker etc.)

Prep and communicate invitations

Follow-up calls (as required) to ensure attendance

Manage responses and work with FA to ensure desired attendance

Develop Agenda with the FA

Work with sponsors to communicate details and ensure funding is received

Coordinate follow-up with attendees as directed by the FA

Qualification

Client service experienceFinancial industry knowledgeEvent planningSocial media managementWritten communicationVerbal communicationMulti-taskingPleasant demeanorDesire for client serviceOrganizational skillsSelf-motivatedTeam collaboration