Client Service Associate | Grand Rapids, Michigan

HRJ6064 – Completed

Judson Group has partnered with a growing independently held RIA in the search for a Client Service Associate. The firm is known for their commitment to building client relationships and providing financial planning and investment management expertise. This candidate will have the unique role of providing high-touch client service.

This is a support role ensuring an exceptional client experience. In this role the employee will cultivate the relationship through superior service.

Responsibilities:

  • Helping with the flow of operations to offer a highest level of customer service
  • Managing the client onboarding process for HNW clients
  • Maintaining client data ensuring accuracy, security, and timeliness
  • Preparing various reports for client reviews and other miscellaneous meetings
  • Developing new ways to continuously provide the best service to the firm’s clients

Requirements:

  • Bachelor’s Degree
  • 3+ years’ experience with a financial services or RIA firm working with HNW clients
  • Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
  • Knowledge of back-office operations of a financial planning and investment management firm
  • Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint a must
  • Ability to work independently, with little oversight, but with accountability to the client and the organization

Compensation: Very competitive base salary and benefits

Location: Grand Rapids, Michigan

Reference Number: HRJ6064