Client Service Associate - Wealth Management

Essential Duties and Responsibilities: Build relationships with clients over the phone, in‐person, and through emailReceive inbound calls from clients, providing outstanding service and accuracy for requests and questionsContact clients periodically to give account and market updatesKeep impeccable notes on assigned tasks and projects on CRMProcess transactions, forms, and other service requests; follow up on tasks to ensure accurate completionOversee onboarding of new clients, including generating paperwork, updating client information across multiple systems, reaching out to capture signatures, and walking clients through their new accountsPrepare reports and paperwork for scheduled appointmentsCoordinate with advisers and clients to maintain accounts and implement changes after annual financial plan reviewsRun annual audits to ensure clients are compliant with tax requirementsAssist administrative staff and financial advisers with projects as requestedConduct and present 401k fund research and analysis to plan participantsWork with outside fund and annuity companies to service client accountsCoordinate between business partners and professional contactsKnowledge, Skills, and/or Abilities: Strong interpersonal, record keeping, attention to detail skillsAbility to multi‐task, prioritize, and manage deadlinesComfortable with educating and guiding clientsEducation and/or Experience: Bachelor's degree required; major in finance related field preferred 1+ year financial industry experienceExperience working with high level of confidentialityWhat We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.

Our People: First culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $42,000 to $55,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‐by‐case basis. In addition to the base salary, this position may be eligible for performance‐based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.