Job Title: Client Service Associate
Inquiries Please email: johnbovard@incline-wealth.com
Responsibilities and Activities:
- Work with new clients
- Onboards new clients to ensure account opening and transferring is completed smoothly
- Helps prepare presentations for meeting with new clients
- Completes software demonstrations and assists with client online access
- Collects necessary documents for ongoing client relationship
- Work with existing clients
- Manages Client Relationship Management system for logging important client information
- Assists with client billing
- Prepares client reviews and financial plans
- Assists with client events, gifts and special occasions
- Attends client meetings (where applicable)
- Running client reports and keeping client notes up to date
- Scheduling client review meetings
- Processes withdrawals and money transfers to bank account
- Assist with marketing
- Creates social media posts
- Video editing
- Manages social media pages
- Tax – assistants in tax planning processes
Knowledge, Skills, Abilities
- 2-3 years of experience in financial services, tax, or accounting
- Familiarity with financial planning software is a plus
- Familiarity with Charles Schwab custodial platform is a plus
- Willing to learn and adapt to a fast-paced environment
- Strong organization and attention to detail
- Warm and friendly personality with ability to connect with clients
- Able to work independently – self motivated
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