Client Service Associate - Symphony Wealth Group

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills.

Requirements

• Support Advisors of a growing book of business
• Assist in client meeting preparation and follow-up
• Process, submit, and service all account paperwork/requests
• Manage client needs regarding processing, service, and problem resolution
• Maintain CRM database
• Manage multiple and competing priorities daily
• Regular client interaction including appointment scheduling and correspondence