Client Service Associate job in Asheville

Full Time Client Service Associate

We are seeking a skilled and motivated individual to serve as a full-time client service associate. Our client service associates directly impact the client experience and are vital to the success of our firm.

In this role, you will be a member of a dynamic team in a collaborative, client-focused environment utilizing exceptional organizational, communication and problem-solving skills. The client service associate supports the financial advisors in servicing the needs of valued clients. Our ideal candidate has a strong sense of integrity, is passionate about social and environmental issues and is dedicated and a team player. The candidate must be detail and service oriented, able to prioritize and manage multiple projects.

Responsibilities & Activities

• Assist the team by providing a wide range of administrative and operational support
• Handle incoming phone calls
• Greet and coordinate visitors to the office
• Assist in preparation for client and prospective client meetings
• Manage client relationship software
• Following up with clients and professionals (CPAs, attorneys, etc.)
• Assist with firm-sponsored events (coordination and attendance)
• Prepare and review client account paperwork
• Handle account maintenance requests (distributions, beneficiaries, etc.)
• Process check deposits
• Conduct client outreach
• Coordinate client gifting
• Manage firm documents
• Manage firm scheduling

Skills & Requirements

• High degree of integrity and absolute respect for client confidentiality
• Ability to consistently meet deadlines while maintaining high quality standards
• Microsoft Office
• Redtail CRM preferred
• Mailchimp preferred
• Exceptional customer service skills
• Excellent written and verbal communication and interpersonal skills
• Excellent time management and organizational skills
• Mature, professional demeanor
• Ability to work independently and function as part of a team
• Ability to learn quickly and apply new knowledge
• Critical thinking and attention to detail
• Associates Degree (Bachelors Degree preferred)
• Financial services experience preferred
• Mac computer experience preferred
• Must pass a background check

Earth Equity Advisors, LLC is a leading, socially and environmentally responsible investment management and financial planning firm based in Asheville, NC. We are living-wage certified, a Certified B Corporation and nurture a fun, hard-working and rewarding workplace. We encourage those who have a passion for the environment and social causes to apply. Send resume and cover letter to careers@earthequityadvisors.com. Phone inquiries will not be accepted.