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Client Service Associate
Join our firm. Our firm values your skills, your growth is encouraged, and your work truly makes a difference. If you thrive in a professional yet welcoming environment and want to be part of a boutique, employee-owned wealth management firm with a 40-year track record of success, this is your moment.
Why You'll Love This Role
As a Client Service Associate, you'll be the heartbeat of our client experience. You'll work directly with high-level portfolio managers, support top-tier clients, and ensure the smooth execution of account services-all while enjoying a workplace that values your input, rewards your dedication, and supports your career growth.
What You'll Do
• Process account administration requests from clients and portfolio managers, resolve inquiries and provide guidance to ensure key information and documentation is up-to-date and accurate.
• Prepare account paperwork and verify account maintenance items, maintain account information, organize, scan and maintain all client files, evaluate the day-to-day activities for continuous improvement, coordinate and assist with set up of client events/seminars.
• Provide telephone coverage, make business travel arrangements, coordinate client meetings, prepare travel expense reports, and perform regular file and calendar maintenance.
• Other duties as needed
Qualifications:
• Graduation from an accredited four-year college or university with a Bachelor's Degree in business, marketing, finance or another relevant field and a series 65 license or willing to obtain one.
• Client services experience as well as proficiency in Microsoft Office, including Word and Excel.
• Analytical, Problem Solving, Innovative, Business Acumen, Written & Verbal Communication Skills, Integrity, Client Focus, attention to Detail, Initiative, Organization, Time Management, Lifelong Learning, Teamwork, Flexible, Professional Presence.
Dividend Assets Capital offers a comprehensive benefits package to support your health, wealth, and overall well-being.
Date Posted: 11 June 2025
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