Client Service Associate

Client Service Associate

Modern Wealth Management in Exton, PA is seeking a Client Service Associate to join our growing team. Client service is our #1 priority and we are looking for someone with the same mindset to join us as a full-time CSA. You will be working with our team under the direction of our Lead Advisors.

Salary & Benefits:

• Starting salary of $55,000 to $70,000 per year, based on experience
• Life insurance
• 100% company paid employee only premiums for Health, Dental & Vision Coverage
• 4% company 401(k) match, 100% vested
• Vacation/PTO
• Learning opportunities
• Great working environment with professional growth opportunities
• Healthy work-life balance is a priority to us, and we want it to be a priority for you too

Client-Facing Responsibilities:

• Serve as the first point of contact for clients, visitors, and stakeholders, greeting guests warmly, answering inquiries, and providing assistance and information as needed.
• Schedule and coordinate appointments, meetings, and conference room bookings, ensuring accuracy, efficiency, and professionalism in all interactions and communications.
• Assist with administrative tasks, such as data entry, filing, and document preparation, to support office operations and ensure smooth functioning of day-to-day activities.
• Contribute to the overall client experience by providing exceptional customer service, anticipating needs, and proactively addressing concerns to ensure client satisfaction and loyalty.
• Handle all paperwork for clients and the firm's custodians
• Respond to client requests, open new accounts, process money out transactions, etc.
• Follow-up and document work as appropriate in our CRM (Salesforce)
• Handle client RMDs
• Attend and contribute to team meetings

Requirements:

• 1 year of experience in customer/client service a professional office
• Experience with web-based CRM or other similar software
• Proficient with MS Word, Excel, and Outlook
• Tech-savvy with the ability to quickly learn to navigate various web-based platforms
• Positive, energetic, friendly, and service-oriented
• Detail-oriented and organized
• Ability to follow/interpret procedures and see tasks and projects through to completion

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.

At Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply.