Financial Client Service Associate

Job Description

Peacefield Wealth Solutions is a growing financial planning practice seeking a part-time Client Service Associate to assist us in helping clients achieve their financial goals.

The Client Service Associate enhances the client experience by providing exceptional client service, supporting office functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support. This position also includes the performance of executive assistant duties.

• Perform daily administrative and executive assistant duties that support the practice, including but not limited to telephone and email coverage, coordination of client meetings, and file & calendar maintenance
• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
• Preparing for client meetings, including agendas, updating financial planning software, and relevant client reporting
• Prepare, process, and follow up on investment and insurance applications and paperwork accurately and timely
• Document activities, tasks, transactions; keep files organized; maintain your own calendar
• Identify and work on projects to help the practice run more efficiently and supports clients' needs
  
  

Company Description

PWS is a growing personal financial planning and services firm focused on our clients' needs with creativity and care.

PWS is a growing personal financial planning and services firm focused on our clients' needs with creativity and care.