Virtual Client Service Associate

Virtual Client Service Associate - Family Wealth Management FirmOverview: The position is about delivering the ultimate client experience. A candidate should be well spoken, personable in connecting with clients, flexible in handling a variety of operational tasks, and an ability to deliver an exceptionally positive and helpful experience to all clients.New Horizons is a family firm helping Middle Class families for the last 40 years. We want our employees to see their families in the morning, make an impact helping people during the day, and be home in time for dinner.Why You Should Work With UsFull Individual Health Insurance Covered4% 401(k) Matching9:30am - 4pm Standard Work Day (32.5 hrs/wk - No weekends!)20 Combined Personal Days (Vacation/Sick/Personal)10 Additional Market Holidays Off (can adjust annually based on where holidays land)Fast paced and enjoyable family environmentWhat We Look for in a Client Service AssociateExperience - Minimum of 3 years direct experience (no exceptions)Knowledge - existing knowledge of financial terminology (IRA/Roth/Systematic/etc)Organization - ability to quickly understand, prioritize deadlines, and be detail-orientedListening - ability ask questions to assure people and put them at easeReliability - follow through on commitmentsIndependence - Can take direction and execute without oversightExcellent computer skills (Word, Excel, Web Based Software); ability to learn in-house programs and toolsWhat Your Responsibilities are as a Client Service AssociateInteract with Clients - provide exemplary service for visiting clients or prospectsFulfill Client Requests - schedule appointments, prepare account documentation or other service-related issues, and execute follow up through completionCommunicate with Clients - daily telephone, letters, and email communicationsSelf Improvement - must show desire for both personal and company opportunities for growth and improvementAnnual Salary: $65,000Benefits:401k MatchingHealth InsuranceDisability InsuranceLife InsuranceFlexible SchedulePaid time-off