Client Service Associate
- $55,000 Yearly
- Vision , Medical , Dental , Paid Time Off , Retirement
- Full-Time
Our team, Precision Wealth Partners, is searching for a Client Service Associate.
Do you take pride in a job well done and seek to exceed expectations? Do you act with a servant’s heart?
We value organized and detail-oriented professionals who are self-starters and life-long learners who like helping people achieve their dreams. We are looking to add a committed
team player seeking to join our growing firm. The role of Client Service Associate is a valued member of our team who will be aligned with and assist a senior advisor with day-to-day operations to amplify the advisor’s role, the success of our clients, and the growth of the firm.
How will you help support our clients and practice?
- Work directly with an experienced CERTIFIED FINANCIAL PLANNER® professional
- Support all aspects of the advisor role without the pressure of sales or prospecting
- Record live meeting notes, as well as organize post-meeting debriefs
- Manage tasks, follow-ups, and workflows to ensure prompt and accurate client service
- Act as point of contact and coordinator between advisor(s), clients, team members and industry partners
- Prepare and manage the implementation of new financial plans, investment accounts and insurance applications
- Assistance with the management of the advisor’s calendar and email
- Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to the service model
- Approach all scenarios with a “how can I help improve this” mindset
- Consistently seek to enhance existing processes to reduce friction and provide a “Wow!” client experience with every interaction
Who do you need to be?
- Honest and full of integrity. Understanding we are helping clients with an important, integral, and intimate part of their lives; their money.
- A natural service provider who derives their energy from a supporting role
- A self-starter who pro-actively ‘sweats the small stuff’ and creatively identifies opportunities to “Wow!”
- Excellent communicator in both verbal and written mediums
- Comfortable in a fast-paced work environment offering variety and constant evolution
- Technologically savvy and embracing the continued adoption of industry-leading technology and processes
- An excellent multi-tasker with the ability to be both quick and thorough; never sacrificing significant attention to detail and data accuracy
- A student of personal development on the journey of best-self realization
Experience Preferred
- Prior personal, administrative, or executive assistant experience
- Prior investment or insurance industry experience
- Microsoft Office Skills - Outlook, Excel, PowerPoint, Teams, OneNote
- Industry Technology Platform Experience – eMoney, Wealthscape, Envestnet, EZapp
- Familiarity with CRM software or client database management
Requirements Preferred
- Preference and ability to primarily work in office
- For hybrid flexibility – protected and professional home office space
Compensation & Benefits
- Hybrid work environment with some required in-office time
- Full-time starting salary up to $55,000 per year
- Competitive PTO Offering
- Retirement Plan with Match
- Health & Welfare Benefits including Medical, Dental, and Vision Insurance
- Supportive, collaborative, positive and growth-oriented work environment
Address
MassMutual Greater Philadelphia
New Castle, DEIndustry
Business
View All MassMutual Greater Philadelphia JobsGet fresh Client Service Associate jobs daily straight to your inbox!
You Already Have an Account
We're sending an email you can use to verify and access your account.
If you know your password, you can go to the sign in page.