The role of the *Client Services Associate* is to closely support the team members in the Billings, Montana, office.
The role requires a full-time, onsite commitment including operational, administrative and client-facing support.
This individual will assist all team members with coordination and scheduling of meetings, the creation of proposals, financial plans, and various client reports inclusive of collateral material.
This position reports directly to Betsy Rector & Brian Suskevich, Directors, Senior Wealth Advisors.
*Primary Objectives:*
* Ensure Billings team is fulfilled and happy with office efficiency and effectiveness.
* Smoothly running client-facing operations in the Billings office.
* Optimized client-facing functionality.
* Organize centralized support to ensure smoothly running client-facing activities.
*Major Areas of Responsibility:*
* Assist with scheduling, errands, and other duties to facilitate the most efficient use of the team’s time.
* Site administrator – liaison to landlord for property matters; oversee office equipment including service schedules, repairs, and supplies.
* Assist with planning and coordinating client scheduling arrangements.
* Assist with client’s as necessary including onboarding, account alignment, money movement, and other administrative support tasks.
* Submit invoices and assist with expense reimbursements, coordinating with home office in Palm Beach Gardens, Florida
* Perform daily mail functions, deposit checks, complete necessary Red Tail Workflows, maintain gift log and submit for compliance review.
*Encouraged Education, Knowledge, Skills, and Abilities*
* Bachelor’s degree.
* Experience in finance field.
* Experience on custodian platforms, portfolio management systems, CRM, trading processes, and managing investment strategies on associated platforms _preferred.
_
* Effective time management skills.
* Excellent follow up.
* Attention to detail.
* Professional and proactive work ethic
* Excellent interpersonal, written, and oral communication skills.
* Competency in Microsoft applications including Word, Excel, and Outlook.
Job Type: Full-time
Pay: $50,000.
00 - $60,000.
00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee assistance program
* Health insurance
* Life insurance
* Paid time off
* Vision insurance
Compensation package:
* Bonus opportunities
Schedule:
* Monday to Friday
Work Location: In person
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