Client Relationship Associate

This is a fully remote position, open to applicants in Idaho.

📋 Description

• Supports Financial Advisors while delivering exceptional service to clients.

• Manages a high volume of daily interactions, including addressing inquiries and scheduling meetings.

• Operates both independently and collaboratively within a team to provide necessary support.

• Handles client financial transactions and prepares expense reports.

• Opens new client accounts and conducts research on client and security information.

• Ensures the accuracy of client documentation and paperwork.

• Prepares letters, forms, and various reports.

• Actively participates in training and professional development initiatives.

• Performs additional duties as assigned.

⛳️ Requirements

• High School Diploma or equivalent is required.

• A minimum of 1 year of experience in the securities industry or a related field is preferred.

• Proficiency in Client Relationship Management (CRM) software.

• Strong skills in Excel, including the ability to create and manage spreadsheets as needed.

• Effective communication skills across various client interaction platforms (in-person, virtual, phone, and mail).

• Ability to operate standard office equipment and utilize necessary software applications.

• Competence in analyzing and researching account information.

• Capable of organizing, managing, and tracking multiple detailed tasks and assignments.

• Demonstrates initiative and follows up proactively on submitted items.

🏝️ Benefits

• Medical, dental, and vision coverage.

• Life insurance benefits.

• Critical illness and accident insurance.

• Disability benefits.

• Retirement savings plan.

• Paid time off, including vacation, holidays, and sick leave.

• Parental leave offered.