Client Service Associate - Symphony Wealth Group

The Client Service Associate reports to Partners and Wealth Managers, providing administrative support and exceptional customer service to clients. This is a full-time, in-office position requiring excellent problem-solving, attention to detail, and time management skills.

Requirements

• Support Advisors of a growing book of business
• Prepare and process client paperwork and requests
• Manage client needs and resolve problems in a timely and accurate manner
• Partner with Broker Dealer for new account establishment and maintenance
• Maintain CRM database and define client service models
• Regular client interaction and appointment scheduling
• Answer incoming calls and direct/take messages

Benefits

• Paid Time Off
• 401k Matching
• Retirement Plan