Client Service Associate – Financial Services

Excellent opportunity within the financial services industry, working in a small office setting. Please note: Industry licensing is not required, but industry experience is preferred.

We are looking for a highly organized and motivated individual who is interested in a long-term opportunity in an already established and thriving financial planning practice. Candidate must be detail and service oriented with the ability to prioritize and manage multiple projects. Client service is the core of our firm’s culture, and this position is about creating a highly positive client and team experience.

About Davenport Wealth Management

At Davenport Wealth Management, our team loves helping people reach their goals and achieve their dreams. When our clients share their aspirations with us, we develop and help them execute a financial plan in order for them to achieve that vision. Over the years, we have seen clients achieve great landmarks, from sending their children and grandchildren to college to entering retirement with the confidence they can maintain their standard of living while pursuing new passions. For us, this is the ultimate reward.

Our office is conveniently located in downtown Cleveland, Ohio. We provide a professional yet collegial work environment and culture that is friendly and relaxed, but also driven to provide world-class service to our clients.

Job Summary

This position provides administrative support to the advisor, interfacing with clients and maintaining operating efficiency in a technology-centered environment.

Principal Responsibilities

• Document Preparation: Identify and locate correct forms, prepare paperwork, and communicate with clients in order to send and receive information and acquire signatures
• Account Setup and Updates: Collect and prepare client information for new accounts and account changes
• Customer Relationship Management (CRM): update client information and create new workflows or systems to improve CRM functionality
• Money Movement: Monitor money movement status and set up actions, such as Electronic Funds Transfer (EFT) lines, automated plans, and wires
• Client Interaction: Communicate directly and promptly with clients to accomplish the above tasks and maintain high client satisfaction. Inform clients when transactions and actions have been completed
• Alert and Process Monitoring: Oversee Commonwealth alerts, follow-up on required actions, and interact with various departments at Commonwealth
• Document Filing: File client statements, correspondence, and agreements within five business days
• Client Calls and Mailings: Handle phone calls from clients, when appropriate. Transfer calls to advisor, when needed. Perform mail merge for mailings and/or package and mail out hard copy mailings, as directed by advisor
• Advisor Support: Handle advisor needs proactively
• Optimize Office Procedures: Make recommendations to systematize and improve office functioning and update/add new procedures as needed
• News Monitoring: Regularly review Commonwealth news items, technology updates, and e-mail communications. Report pertinent information back to advisor
• Time Blocking: Track activity by client to manage profitability
• Social Media: Post on firm social media platforms as directed by advisor
• Miscellaneous: Other duties, as needed and determined by the advisor

Requirements

• Excellent interpersonal, verbal, and written communications skills
• Five years of experience in an administrative role or three years of experience in a client service role, preferably in the financial services industry
• Proficient in Microsoft Office Suite
• High attention to detail with the ability to follow precise directions and fill out forms correctly
• Maintain the highest degree of confidentiality and strict adherence to firm’s written confidentiality policy

Competencies

• High attention to detail
• Superior organizational skills
• Demonstrated ability to work in fast-paced environment
• Persistence to complete sometimes repetitive work
• Positive, can-do, team-focused attitude
• Experience working with workflow systems
• Prior experience working with customer relationship management (CRM) software

Compensation & Benefits

• Competitive compensation: $55,000 to $65,000 based on experience
• Benefits are available: bonus, health insurance (100% employer paid), 401(k) with employer contribution and profit-sharing contribution, paid time off, dental insurance, vision insurance, life insurance, disability insurance, flexible spending account, and health savings account

This is not a sales position.

To be employed within the financial services industry, you will be required to pass a thorough background check, which includes DMV, credit and criminal checks.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Resumes will not be accepted without a cover letter that states why you would be a good fit for this position, as well as your desired salary range. Please also describe your three most defining characteristics or attributes. This exercise will display your written communication and ability to follow directions, as well as help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Job Type: Full-time

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

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: One location

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