Client Service Associate

Position Description

Title: Client Service Associate

Reports to: COO

Benefits: Yes

Status: Full-time; Exempt

Date: September 2024

Job Summary

Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this position is a key role in an ensemble team whose primary responsibility is the client experience. Someone well suited to this role will make our clients feel welcome and valued through personal warmth and connection while building confidence that their needs will be well cared for through a strong attention to detail and follow-up. 

As our team is still relatively small and focused on building a solid foundation for growth, we see it as of paramount importance to hire more than just skill and experience. We are also looking for entrepreneurial spirit, a strong alignment with our values and culture, and an excitement and enthusiasm in our mission to give clients optimism about life and money. 

Duties and Responsibilities

• Embody the Tschetter Group way of caring for clients and connections, delivering, and continuously improving the firm’s service model.
• Provide exemplary client service for complex high-net-worth individuals.
• Serve as the primary point of contact for client communication, including handling phone calls, personal emails, and advisor correspondence.
• Provide support during client meetings, including notetaking and preparation of meeting materials.
• Facilitate client onboarding process and contribute to shaping the client experience through regular meetings and communications.
• Monitor client account activity and facilitate accurate and efficient account maintenance tasks.
• Collaborate with other departments to ensure compliance and operational correctness in all client interactions.
• Offer guidance and support to advisors, acting as a sounding board for initiatives & proactively propose new ideas and solutions to enhance advisor efficiency and client service.
• Track advisors’ commitments, projects, and schedule to ensure seamless execution.
• Provide business development support by assisting with advisor networking efforts.
• Assist advisors with day-to-day tasks, including data entry, record-keeping, and managing client information in CRM systems.

Qualifications:

• 3 years client service experience (preferred); direct investment industry experience a plus.
• Bachelor’s degree in finance, business administration, or related field (preferred).
• Proficiency in Microsoft Office Suite and CRM software (e.g. Salesforce).
• Strong verbal and written communication skills, with a keen attention to detail.
• Commitment to maintaining confidentiality and professionalism in all client interactions.
• Drive and desire to help and serve others.
• High emotional and social intelligence.
• Securities licenses a plus (e.g. Series 65)

Salary and Benefits:

• Competitive salary based on experience.
• May be eligible for incentive bonus tied to individual and firm performance.
• Comprehensive benefits package including dental, vision, health care, and 401(k) with company match.
• Opportunities for professional development and career advancement within the firm.
• Collaborative and supportive work environment with a focus on work-life balance.

Tschetter Group is an Equal Opportunity Employer.