Client Service Associate

Orgel Wealth Management is seeking a Client Service Associate who can provide exemplary customer service to our clients by anticipating their needs, being responsive to questions about their accounts, and assisting with routine account maintenance.

Requirements

• Provide prompt, professional, and thoughtful service to clients via phone, email, and in-person interactions
• Anticipate client needs and proactively address requests
• Build trust by ensuring every interaction reflects a high standard of care and attention
• Assist clients with obtaining online access
• Document all client interactions accurately and in a timely manner
• Assist with account opening and maintenance
• Prepare necessary forms and assist clients with completion
• Process client transactions accurately and efficiently
• Communicate with custodian to research and resolve client account issues
• Monitor workflows to ensure timely completion of all client requests
• Maintain accurate and organized client records
• Support advisors with meeting preparation, follow-up, and client communications
• Collaborate with team members to ensure seamless service delivery
• Assist team members as needed, especially during high-volume periods
• Conduct oneself at all times in accord with The Orgel Way and maintain the highest standards of client confidentiality and organizational discretion
• Track and prioritize multiple tasks in a fast-paced environment
• Follow established processes while identifying opportunities for improvement
• Maintain a high level of attention to detail in all work

Benefits

• Comprehensive health insurance
• 401(k) plan with company matching
• Paid time off
• Flexible work schedule
• Professional development opportunities