Senior Client Service Associate
- $90,000 - $105,000
- UPR MAKEFIELD, PA
A bit about us:
Our client, a well-established firm in the financial services industry, is seeking a Senior Client Service Associate to join their team. This role is ideal for an experienced professional who thrives in a client-facing environment, excels in operational accuracy, and enjoys supporting advisors and clients with high-level service. The Senior Client Service Associate will be a key member of the client support team, managing client relationships, handling account administration, and ensuring compliance with firm and regulatory standards.
Why join us?
401(k)
Health Insurance
Flexible schedule
Paid time off
Modest accommodation for remote work with tenure & trust
Health Insurance
Flexible schedule
Paid time off
Modest accommodation for remote work with tenure & trust
Job Details
Job Details:
We are seeking a dynamic, experienced and highly motivated Senior Client Service Associate to join our Accounting + Finance team. This is a permanent position that provides the opportunity to work with high-net-worth clients and utilize Schwab Advisory services. The successful candidate will be responsible for providing top-notch client service, managing complex financial transactions and ensuring the smooth operation of our team. If you have a passion for finance, a client-centered approach and a desire to contribute to a thriving team, we would love to hear from you.
Responsibilities:
Qualifications:
We are seeking a dynamic, experienced and highly motivated Senior Client Service Associate to join our Accounting + Finance team. This is a permanent position that provides the opportunity to work with high-net-worth clients and utilize Schwab Advisory services. The successful candidate will be responsible for providing top-notch client service, managing complex financial transactions and ensuring the smooth operation of our team. If you have a passion for finance, a client-centered approach and a desire to contribute to a thriving team, we would love to hear from you.
Responsibilities:
- Serve as the primary point of contact for high-net-worth clients, providing exceptional service and developing strong relationships.
- Utilize Schwab Advisory Services to manage client accounts, execute trades and maintain accurate records.
- Collaborate with internal teams to ensure seamless financial operations.
- Analyze financial data and prepare detailed reports to inform decision-making.
- Ensure compliance with industry regulations and company policies.
- Contribute to business development efforts, identifying potential clients and opportunities to grow the business.
- Stay abreast of industry trends and changes, continuously updating knowledge and skills.
- Provide guidance and mentorship to junior team members, contributing to a positive, collaborative work environment.
Qualifications:
- Bachelor’s degree in Finance, Business or related field.
- Minimum of 5 years of experience in a client service role within the finance or accounting industry.
- Series 65 licensure required.
- Proven experience working with high-net-worth clients.
- Proficiency in Schwab Advisory services.
- Exceptional interpersonal skills, with a focus on client service.
- Strong analytical abilities, with a keen attention to detail.
- Excellent communication skills, both written and verbal.
- Ability to work well in a team-oriented environment.
- High level of integrity and professionalism.
- Ability to handle complex financial transactions and manage multiple tasks simultaneously.
- Demonstrated ability to maintain confidentiality and handle sensitive information.
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Strong problem-solving skills and the ability to think critically.
- Willingness to continuously learn and adapt in a fast-paced industry.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.