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| Job Category : | Business |
| Company Name: | Williams Asset Management |
| Position Name: | Client Service Associate (Degree in finance / business is preferred) |
| Location : | Delaware, OH |
| Job Description : | *******(This is an in-office position in Columbia, MD)*********Summary of responsibilitiesThe Client Service Associate enhances the client experience by providing outstanding administrative and operational support to Lead Advisors, Associate Financial Planners, and Paraplanners.The ideal candidate for this position is an individual who excels in a fast-paced, team orientated environment; someone who can manage multiple projects with varying deadlines.Principal responsibilitiesProactively prepares client review meeting agendas and meeting follow-up items.Complete and process client account paperwork efficiently using broker/dealer forms and e-signature software.Effectively utilizes Commonwealth Financial Network® resources to request insurance quotes/illustrations, prepare paperwork, deliver completed policies, and collect first payment.Organize and manage of client and advisor/planner “to-dos”.Contact clients to collect and confirm data for financial plans.Assist in preparation of prospective client marketing and current client appreciation events.Input updated values into appropriate planning software (e.g. create reports using Morningstar®).Complete and monitor compliance-related items.Protects confidential and proprietary information. Handles client and firm information in a responsible and efficient manner.QualificationsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or ExperienceIndustry experience is a plusB.A. or B.S. in finance, economics, or business is preferredGraduate degree or designations (MBA, CFP, RP, etc.) is a plusA minimum of two years of experience in the wealth management industry is preferred, but not necessaryKnowledge of financial planning concepts and terminology, products including mutual funds, stocks, bonds, and insurance policiesKnowledge/SkillsStrong computer skills and knowledge of Microsoft Office productsExceptional interpersonal and client service skillsDetail orientated with superior organizational skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentProficiency with DocuSign, a plusOutstanding written communication, phone skills, and time-managementAbility to quickly learn new software programsPassionately committed to helping othersReports To: Office ManagerBenefits SummaryBase salary commensurate with skill and experience levelOpportunity for an annual bonus based on company performance and subjective criteriaWe offer a full suite of company-paid benefits, including:Disability InsuranceLife Insurance401k with 3% safe harbor contributionPaid time offMedical, Dental, and Vision InsuranceIt is the policy of Williams Asset Management to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Williams Asset Management will provide reasonable accommodations for qualified individuals with disabilities.Work RemotelyNoJob Type: Full-timePay: $50,000.00 – $60,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceDisability insuranceHealth insuranceLife insurancePaid time offParental leaveTuition reimbursementVision insuranceSchedule:8 hour shiftMonday to FridaySupplemental Pay:Bonus payCOVID-19 considerations:The firm will provide all cleaning supplies and review COVID-19 procedures prior to employment and interviews.Education:Bachelor’s (Preferred)Experience:Microsoft Office: 1 year (Preferred)Financial services: 1 year (Preferred)Work Location: One location |
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