Client Service Associate job in Asheville
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Environmental Sustainability
Financial Wellness
Location
Description
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.
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