Client Service Associate job in Asheville

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. You will support 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 a dedicated team player. The candidate must be detail and service oriented, and able to prioritize and manage multiple projects.

Responsibilities & Activities

• Act as first point of contact for current and prospective clients by answering incoming phone calls, and scheduling and greeting visitors to the office.
• Maintain smooth and efficient business operations that ensure delivery of an exceptional client experience.
• Provide positive support and feedback to the team with the goal of improving client experience and making office workload efficient and manageable for the team.
• Proactively identify and solve client-facing issues.
• Assist clients with deposits and withdrawals, account opening, online access, and updating information on file.
• Evaluate, implement and maintain effective workflows that support clients and team members.
• Maintain client relationship software, office files, and office supplies.
• Coordinate client gifting and support additional client outreach including appreciation and speaking events.

Skills & Requirements

• High degree of integrity and absolute respect for client confidentiality
• Ability to consistently meet deadlines while maintaining high quality standards
• Exceptional customer service skills
• Prior work experience with Microsoft Office Suite
• Excellent written and verbal communication and interpersonal 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
• Ability to work in a Mac-only office
• Must pass a background check

Benefits

• Competitive, living wage salary (range starts at $30,000 - $32,000)
• Health insurance (after 90 days)
• Vision insurance (employee paid)
• Life insurance
• Disability insurance
• Retirement plan (up to 3% match)
• Generous sick and vacation leave

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.