Client Service Associate

Description:

The Client Services Associate is responsible for supporting the sales and service
needs of Stone Oak Wealth Management, LLC., the Asset Management Platform,
and Custodian relationships including service, support, and relationship
management to ensure a best in class client experience. The Client Service
Associate will also be responsible for supporting strategic internal projects. Specific
expertise in client servicing and relationship management as well as event planning
will be essential. This position requires a unique individual who has capabilities in
relationship management, servicing, product, and project management. This is a
fast paced and high intensity position that requires tenacity and resourcefulness.
Responsibilities
Excellent Communication/Social Skills – Strong verbal, written,
presentation, and interpersonal communication skills
Processes all client/advisor paperwork.
Support multiple Wealth Manager activities
Data gathering/entry for financial planning.
Create & maintain books & records.
Handles miscellaneous operational & client service activities.
Develops and maintains written systems of all activities.
Performs other duties as assigned.
Knowledge, Skills, & Abilities
Requires
Self-Motivation
A strong focus on getting the details right
Industry Experience – Technology Familiarity (ACT! by Sage, LaserApp,
eMoney, Morningstar Office, Schedule Once, GoToMeeting, Zoom,
Riskalyze, Excel, Word & PowerPoint)
Live the firm’s core values
Excellent organizational and time management skills
Knowledge of social media platforms Facebook, Instagram, LinkedIn,
YouTube & Twitter
Ability to work independently, with minimal supervision and manage multiple
competing priorities
Interest in and knowledge of financial markets and investment securities
Previous securities industry experience – minimum 3 years
experience
Helpful:
BA/BS degree in finance-related field from an accredited institution
Series 7, 63, 65 or 66
Job Benefits
We offer a great working environment in a beautiful and professional office location.
This is your chance to play a key role in the continued success of our company. Our
culture is fast-paced, motivational, and focused on improving our client’s lives.
If you’re interested in this opportunity, please send your resume and letter of
interest. Given the high demand for this position, we’re only able to contact the most
qualified candidates.