Client Service Associate

WDW Financial is a company focused on providing exceptional service to its clients, and they are seeking a Client Service Associate to support their financial advisors. The primary role involves assisting clients with account maintenance, onboarding, and service requests to ensure a smooth and exceptional experience.

Responsibilities

• Serve as a key point of contact for clients, handling a range of inquiries and service requests related to account maintenance, new account openings, and client profile updates
• Support the onboarding process for new clients by coordinating with financial advisors and other team members to ensure a seamless experience
• Proactively communicate with clients, providing updates, answering questions, and resolving service-related issues in a timely and professional manner
• Document client interactions and keep relevant information updated in our CRM (Salesforce), ensuring accuracy and thoroughness
• Collaborate with other teams to manage client cases from initiation through resolution
• Perform administrative tasks such as updating client records, processing paperwork, and maintaining compliance with firm policies
• Assist with scheduling client reviews and managing client communications across email, phone, and in-person interactions

Skills

• Bachelor's degree required
• 1-3 years of experience in client service or administrative support
• Proficiency in Microsoft 365 (Excel, Word, PowerPoint) and CRM systems; Salesforce experience is preferred
• Familiarity with data entry and client relationship management tools, with a high level of accuracy in data handling
• Exceptional communication skills with a client-focused approach
• Strong attention to detail and organizational skills, with the ability to manage multiple tasks effectively
• Salesforce experience is preferred
• Experience in financial services is preferred but not required

Benefits

• Health Insurance : BlueCross BlueShield PPO plan with 100% employer-paid premiums for employees, plus optional vision, dental, and life insurance.
• 401(k) : Generous 10% employer contribution, with no employee match required.
• Paid Time Off : Begin with two weeks, increasing to three weeks after two years and reaching four weeks after ten years, plus ten paid holidays.
• Work Flexibility : Primarily in-office role with occasional work-from-home privileges.
• Professional Development : Support for certifications, continuing education, and opportunities for career advancement.
• Collaborative Culture : Join a supportive, growth-oriented team where your contributions are valued and opportunities for advancement are always within reach.

Company Overview