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Hobart Wealth · 1 day ago

Financial Client Services Associate

Charlotte, NC

Full-time

Onsite

Mid Level

3+ years exp

Hobart Wealth is a company focused on providing exceptional client service in the financial sector. The Client Services Associate plays a crucial role in enhancing client experience by supporting Financial Advisors and ensuring smooth client onboarding and relationship management.

AdviceFinancial ServicesRisk ManagementWealth Management

Hiring Manager

Renee Hobart

Responsibilities

Prepare, gather, and execute with the client and the Advisor new client onboarding documentation and information

Explain processes and procedures, online information systems, and reporting to new clients and be comfortable demonstrating over video conferencing the use of these systems

Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date

Conduct outreach to maintain strong relationships with client base and support the firm's services and solutions, such as digital, online access, and cash management offerings, that support clients’ needs

Provide ongoing maintenance for client accounts as requested by the client and/or the Financial Advisor including preparation for Financial Advisor Account Reviews

Assist in Client scheduling or Client confirmation calls as needed

Maintain and utilize CRM for day-to-day business activity tracking and business relationship management with clients and Advisors

Regularly seek opportunities to drive efficiencies communicating internally, elevating relationships with clients, and collaborating with Financial Advisors

Proactively participate in firm initiatives directed by management

Actively engage in available training and education programs to stay current on industry rules, policies, procedures, and risk awareness

Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, coordination of client meetings, file & calendar maintenance, pre-meeting preparations, and post-meeting follow-up

Provide support to Client Concierge to include assistance with some duties, lunch coverage, and back-up

Qualification

Financial Services ExperienceMicrosoft OfficeClient Service SkillsSchwab ExperienceEMoney ExperienceOrion ExperienceMath SkillsVerbal CommunicationWriting SkillsInterpersonal SkillsOrganizational SkillsCollaboration SkillsDetail OrientedFast-paced Environment Adaptability