Job Description

Client Relationship Associate

Location: Bethlehem, PA

Status: Full-time, in office

Compensation: $70,000 – $85,000

The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.

We are a tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients. No matter whom we work with, clients should know that they are receiving the firm’s utmost attention. Being their advocate is our calling and privilege!

Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Client Relationship Associate to the team who will support the firm’s lead advisor. The attributes that we are looking for in a teammate include:

• Unwavering attention to detail

• Dedication to putting the client’s needs first

• The ability to think rather than react; understand the up- and down-stream impact of actions taken

• An ability to see the big picture and draw your own conclusions

• Approach issues with potential resolutions in mind

• Passionately committed to serving and caring for other people

• Self-motivated with a desire to meet deadlines

• Ability to self-start, take initiative, and be proactive

• Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality

• Ability to multitask and manage multiple projects as once with efficiency and accuracy

• The ability to communicate clearly and concisely with teammates to collaborate on common objectives

• Joy in “playing pick-up ball” – pitching in when something needs to be done, no matter how simple or mundane

As a  Client Relationship Associate you can expect to:

• Process all tasks to the best of your ability, so the advisor can focus on the items that require his personal attention

• Ensure all activities are captured, scheduled, and completed

• Coordinate the advisor’s calendar availability; appropriately blocking time and coordinating commitments with the team.

• Respond to client questions and concerns regarding general account info, withdrawals, transfers, healthcare, Social Security, financial planning, and investments

• Service client accounts/portfolios, whether in person, over the phone, or behind the scenes.

• Create and distribute general and individual communications to clients via mail or email

• Process client paperwork

• Follow systems to track and set up investment transfers

• Electronically file client statements, correspondence, agreements, and other items as needed

Qualifications for this role include:

• A college degree is required

• FINRA Series 65 required (Series 7, 63, or 66 strongly preferred)

• A minimum of three years of experience in an administrative or client service role in the financial services industry is required

• A minimum of three years of experience in a client-facing role is required

• Strong experience in calendar management

• Excellent communication and relationship management skills

• Proficient in desktop computer applications with a strong emphasis on advanced Microsoft Excel skills

• Experience with other Microsoft Office Suite programs including Outlook and Word is also essential

• Superior organizational skills

• Technology-forward and internet savvy

• Experience working within a fee-based advisory team or RIA

• Ability to adapt

Growth Opportunities:

The Client Relationship Associate will have multiple career tracks to choose from upon demonstrating exemplary performance. For example, candidates who desire to become planners will be supported in the future to pursue their CFP or other certifications. Candidates who are operationally expert may want to grow into a practice manager role, helping to ensure that the client experience is second to none. Whichever path you choose, your commitment to our firm will be reciprocated by our investment in you and your future!

As a Client Relationship Associate, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to our team as an advocate for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!

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