Job Description:

Title: Client Service AssociateLocation: Bonita Springs, FL (on-site)Salary: $60k - $90k + bonus (based on experience)Terms: Full-timeThe Client Service Associate will work closely with the Relationship Manager to support our Financial Advisors in providing excellent customer service to our clients. You will ensure that the operation of day-to-day tasks related to client service and task-related processes are completed accurately and efficiently.Responsibilities: Must effectively carry out the essential duties and responsibilities of this position in a manner that consistently demonstrates the company's core values of Thoughtful, Progressive, Collaborative, Respectful, Integrity, Caring, and humble in a positive manner.Support: Assist with day-to day client inquiries, resolve issues, and provide exceptional service to build and maintain strong client relationships, proactively resolving clients' issues and concerns.Management: Efficiently manage and prioritize a variety of tasks and processes, ensuring timely completion and accuracy.Prepare and maintain thorough client documents, reports, and records, ensuring compliance with regulatory requirements.Facilitate communication between clients and the Relationship Manager, including scheduling meetings, managing emails, and phone correspondence.Maintenance: Assist in opening and closing client accounts, updating account information, and processing account transactions accurately (including documentation).Ensure all activities adhere to company policies, industry regulations, and compliance standards.Generate and distribute periodic reports on client accounts, transactions, and performance metrics.Collaboration: Work closely with the Relationship Manager and other team members to achieve company goals.Experience: Excellent attention to detail, solid follow-up skills, and the ability to think strategically and solve problems.Strong interpersonal skills and a client-centric attitude.Exceptional organizational skills.Excellent communication skills, both written and verbal.Ability to multitask and work effectively in a fast-pacedEducation: Bachelor's or associate degree in a business related helpful but not required. Equivalent work experience considered as substitute.Benefits: Medical Dental Vision 401-KPhysical Requirements:Prolonged periods of sitting of sitting at a desk and working on a computer.Ability to lift up to 10lbs at a time