Overview:
At Paradigm Wealth Partners, we are committed to providing exceptional wealth management services to our clients. We are currently seeking a dedicated and detail-oriented Client Service Associate to join our team. This role is pivotal in maintaining and enhancing client relationships through excellent service and support.
Responsibilities:
- Assist clients with account setup, maintenance, and support.
- Respond to client inquiries via phone, email, and in-person meetings, ensuring prompt and accurate resolutions.
- Prepare and distribute client documents and reports, maintaining confidentiality and compliance with regulations.
- Collaborate with financial advisors and portfolio managers to gather client information and investment updates.
- Schedule and confirm appointments for clients with financial advisors.
- Assist in the preparation of presentations and materials for client meetings.
- Maintain comprehensive records of client interactions, transactions, and paperwork.
- Execute transactions and client requests.
- Participate in ongoing training and professional development opportunities to stay updated on industry standards and technologies.
Qualifications:
- Bachelor’s degree in Finance, Business Administration, or related field preferred.
- Minimum of 2 years’ experience in client service, preferably in finance or wealth management.
- Excellent communication and interpersonal skills, with a focus on client satisfaction.
- Strong organizational skills and attention to detail.
- Experience in Microsoft Office
- Ability to work in a team-oriented environment and manage multiple priorities.
- Knowledge of financial services and securities industry regulations is a plus, but not required.
Benefits:
- Competitive salary and benefits package.
- Retirement plan options.
- Opportunities for career advancement and professional growth.
- Supportive and collaborative work environment.
Job Type: Full-time
Pay: From $46,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Life insurance
- Paid time off
Compensation package:
- Bonus opportunities
- Profit sharing
- Yearly bonus
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Chattanooga, TN 37405 (Required)
Ability to Relocate:
- Chattanooga, TN 37405: Relocate before starting work (Required)
Work Location: In person