Client Service Associate

Client Service Associate-Job Description

About Confluence Financial Partners

At Confluence Financial Partners, we believe that our firm and associates make an impact by helping our clients maximize their lives and legacies. Every associate that joins our organization is part of a group striving to make an impact on individuals, families, and businesses in Western Pennsylvania and beyond. We leverage our resources to make an impact in the communities we serve via individual wealth management, insurance offerings, and 401(k) management for businesses.

Job Overview

The Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager they have been assigned and for the firm in general. Main duties include assisting clients by answering inquiries, preparing client paperwork, executing transactions as directed, scheduling meetings and contacting clients with information regarding their investment accounts.

The successful candidate will embrace the Core Values of Confluence Financial Partners: Do Right, Improve Everyday, Enjoy The Journey, and Be Thankful.

If you’re ready to advance your career on a team that’s dedicated to growing and improving on a daily basis, then a position with Confluence might be a great fit for you!

Responsibilities and Duties

• Function as an assistant to the advisor(s) assigned by the firm
• Assist clients with requests related to account and money management
• Contact clients via electronic means, written correspondence, or telephone
• Update, maintain and/or access client accounts, transactions or documents
• Ensure all necessary paperwork has been received by client and provide explanation on proper completion of documents.
• Arrange internal pre-meetings, and client meetings for advisors
• Prepare reports or materials
• Maintain client and firm records
• Other duties as assigned

Qualifications

• Bachelor’s degree required
• Prior experience in a similar role preferred
• Proficient in Microsoft Office Suite programs, especially Excel
• Proven track record analyzing data and interpreting results
• Demonstrated understanding of financial markets and trends is a plus
• Exemplary track record of customer service

Job Type: Full-time

Reports To: Chief Operating Officer

Pay: From $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Medical, Vision, Dental Insurance
• Paid time off
• Gas card savings program
• Paid training/tuition assistance available

Schedule:

• Monday to Friday, 8:30am-5:00pm

Education:

• Bachelor’s Degree (Required)

Work Location: Greater Pittsburgh Region