Client Service Associate
: Job Details :

Company Description

We are a rapidly growing wealth management company. We offer a significant opportunity to grow professionally and personally. Our people make the difference.

Traits

We are looking for professionals who seek fulfillment and growth in delivering an exceptional client experience. Those who are results oriented, smart and driven to succeed. Attention to detail is very important. Kindness and commitment are highly valued.

Role Description

This is a full-time on-site role for a securites licensed professional located in Bethesda, MD. The Client Service Associate will be responsible for answering client inquiries, resolving issues, updating client accounts, maintaining documentation, money movement, report generation, coordinating schedules, and implementing processes to optimize efficiency and productivity.

Experience with the brokerage/wealth management industry is a must. Experience with Schwab or Fidelity is a plus. There is nothing more important than keeping clients satisfied. Smooth ops and admin are 70% of client satisfaction. This role is critical to the enterprise's success and is recognized and rewarded accordingly.

Qualifications

• Smiles are appreciated
• Experience in wealth managwment ops/admin client service, three years
• Excellent interpersonal and communications skills
• Attention to detail
• Enjoys a fast-paced and dynamic work environment

At Promethium, our Client Service Associates are the face of the enterprise. Client satisfaction is highly dependent on the this person. We value that.