The Client Service Associate will assist an Elevate Asset Management advisor in all aspects of providing exceptional client service and onboarding clients. Most of the Client Service Associate’s time will be spent will be providing high-level customer service and maintaining a positive relationship with clients. Some daily duties include setting up client accounts, processing distribution requests, and assisting with paperwork. The right candidate will be an excellent communicator with the ability to prioritize, manage multiple tasks, and work well under pressure.
Hours: 40 hours per week
Salary: Depends on Experience
Benefits: 4 weeks of PTO
Health, Dental and Vision Insurance
401(k) with up to 4% matching
Potential for an annual bonus
Client Service Associate Duties:
Bachelor’s degree or business-related degree is preferred. The Client Service Associate needs to be detail oriented with a strong work ethic. This position requires a Series 65 license or the ability to complete the licensing process soon upon hiring.
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