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Buttonwood Capital Management · 17 hours ago

Client Service Associate

Scottsdale, AZ

Full-time

Onsite

Mid Level

$60K/yr - $80K/yr

3+ years exp

Buttonwood Capital Management is a leading private wealth management firm located in North Scottsdale, Arizona. They are seeking a Client Service Associate to enhance the client experience by providing exceptional service and operational support, including day-to-day client servicing and account maintenance.

AdviceFinancial ServicesWealth Management

Hiring Manager

Andrew Sosnowitz, CRPC®, AAMS®, CMFC®

Responsibilities

Assist on the daily activities associated with client service and back-office operations

Partner with Advisors to ensure white glove service to clients

Prepare advisors for daily trades, account analysis, and client meetings

Collaborate with Advisors for proper client onboarding, with duties including client education (e.g., online account access) and proper account set up

Check custodian and client alerts daily and perform appropriate actions

Handle and process administrative paperwork for firms clients

Develop and maintain exceptional relationship with clients with the focus on client retention

Prepare conference room for client and prospect meetings

Answer, screen, and transfer inbound phone calls

Maintain accurate notes and records in the CRM and internal document database

Greet clients and visitors. Offer and provide refreshments to clients and visitors

Handle and process daily mail: open and distribute; scan and file as needed; manage shipping

Contribute to maintaining professional appearance of office communal areas including supply cabinet, filing cabinets, conference rooms and kitchen

Assist with special projects as needed

Qualification

Client service experienceMicrosoft Office SuiteExcel proficiencyRedtail CRMLPL Financial ClientWorksOrganizational skillsDetail-orientedCommunicationTeam playerAdaptability

Required

Bachelor's degree (or equivalent experience) preferably in business, accounting, finance, economics, or related area

Minimum of 3+ years of experience in client service within the financial services industry

Must have strong comfort with technology and ability to learn new software and systems quickly to include; proficiency in Microsoft Office Suite / 365, Outlook, and intermediate to advance skill level in Excel; You will be working in CRM systems, document management, and encryption systems

Continuously exhibits personal integrity and professional initiative

Reliable, follows through on commitments, does not shrink from new challenges

Possesses a passion to help new and existing clients

Must be organized, detail-oriented and able to manage and prioritize tasks

Must take initiative and work independently; must be able to set priorities and juggle several activities at once, often with frequent interruptions

Demonstrates a commitment to accuracy by delivering high quality work

Ability to thrive in a fast paced and constantly evolving environment with a wide range of responsibilities. Dependable, accurate and conscientious with a strong sense of team effectiveness

Excellent written and verbal communication

Flexible team player who is highly adaptable to change and open to innovative ideas

Demonstrated ability to work successfully in an entrepreneurial, small company environment

Uphold firm's purpose, vision, and values