Client Service Associate

Job Description

Job Title: Client Service Associate

Report To: Financial Advisor

Job Status: Full-time

Job Summary

G9 Financial is seeking the right person to complement our wealth management firm in Millbury, MA. This Client Service Associate position and requires an articulate, hard-working candidate who desires a challenge. Applicant must have a strong capacity to handle varying work tasks always with a proactive, driven, and energetic approach. We desire someone who is self-sufficient, detail-oriented, organized and efficient, willing to exceed expectations at any level of task, and driven to develop a strong working relationship with our clients.

The individual to fill this role will be supporting all areas of the office including investment and insurance.

Essential Duties and Responsibilities

• Administer all areas of the client process including but not limited to:
• Schedule and confirm client appointments via phone and email
• Answer and direct incoming communications and visitors both in person and via a multi-line phone system
• Prepare, organize, coordinate, and maintain client paperwork
• Generate new account and client servicing paperwork
• Set up client files and obtain necessary information
• Communicate necessary follow up with clients
• Update and maintain relationship management system
• Assist Financial Advisor with marketing efforts such as newsletters, and mailings
• Cross-train in all areas of business
• Maintain a clean and orderly office environment
• Interact with a wide variety of companies to obtain needed information or request that certain actions be taken and follow up to ensure processes are completed in a timely manner
• Obtain working industry knowledge and overall familiarity with relevant internal and Broker-Dealer resources
• Cross train with other teams in order to backup other operational duties as needed

Skills Required

Understanding and proficiency are required in regards to customer relationships, customer service, data entry, confidentiality, and MS Office products such as Word, Excel, Outlook, CRM, and Financial Databases.

Abilities Required

• Ability to follow verbal and written communications
• Ability to communicate effectively with clients, prospects, public and coworkers in a professional and courteous manner and maintain confidentiality
• Ability to express ideas clearly in both written and oral communications
• Ability to self-motivate and work independently
• Ability to organize and prioritize multiple tasks (time management)
• Ability to work well under pressure
• Ability to pay close attention to detail
• Language Ability: Ability to read and interpret documents such as rules, instructions and manuals. Ability to write routine reports and correspondence.
• Mathematical Ability: Ability to add, subtract, multiply and divide. Ability to understand and apply percentages.
• Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form

Education and Experience

• Experience in the financial services industry and/or administrative support is preferred.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and G9 Financial are not affiliated.

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Ability to Commute:

• Millbury, MA 01527 (Required)

Work Location: In person