summary
Equanimity Wealth Management, a growing financial planning and wealth management firm, is seeking a Client Service Associate (CSA) to assist us in helping clients pursue their financial goals. Our mission is to serve our team, clients, and community with honesty, respect, and excellence. To achieve that, we are a professional, goal-oriented firm focused on the education, training, and personal development of our team members, so they can successfully serve clients to meet and exceed their expectations.
Our CSA plays a critical role in the functioning of our firm and our client’s experience. They keep client accounts organized and ensure that all paperwork, service needs, and transaction processing are handled timely, accurately, and accomplished in a professional manner. This industry requires a high attention to detail, so the ability to retain training combined with the ability to sequentially accomplish multi-step tasks will allow clients to be served effectively.
Position Responsibilities
• Create paperwork and open new accounts for clients
• Process and track account transfers
• Process contributions, distributions, and trading
• Track and maintain many required monthly and annual tasks for clients
• Manage client service requests
• Document tasks, following compliance rules and regulations
• Follow written systems of all activities
• Maintain client data
• Create data reports
• Service, not sell, to clients
• Handles miscellaneous operational activities.