We are working with a company located in Philadelphia, PA, that specializes in providing Wealth services to clients. Their mission is to provide high-quality customer service to our clients while maintaining a professional atmosphere. They believe in fostering a work environment that encourages diversity, transparency, and open communication.

Role Description

The Client Services Associate is responsible for providing excellent customer support and service to clients. This is a full-time on-site role located in Philadelphia, PA. The daily responsibilities include:

• Answering phones, greeting clients, and maintaining calendars for multiple Wealth Advisors.
• Assisting clients.
• Analyzing reports to determine appropriate action to be taken on behalf of client accounts.
• Researching client issues.
• Preparing and processing client documentation.
• Opening new client accounts as well as creating households.
• Maintaining client records.
• Assisting in reconciling performance reports.
• Executing cashiering, money movement, and ACH requests.
• Preparing client communication.
• General office management.

Qualifications

• 1+ years of Client Services or Customer Support experience
• Excellent communication and customer service skills
• Experience working with financial records and account maintenance
• Attention to detail and the ability to multitask effectively
• Proficient in Microsoft Office and Google Suite
• A Bachelor's degree in a related field or equivalent work experience

Experience working in a professional environment is a plus.