Client Services Associate

Description

Join our dynamic Wealth Management team, where we are committed to helping clients achieve their financial goals and protect their assets with unparalleled excellence and mutual accountability. You will become part of a generationally diverse group of professionals dedicated to the highest standards of ethics and professionalism. Our supportive work environment offers ample opportunities for professional growth, including talent development and mentorship. We value the innovative ideas and dedication of our team members and are always seeking individuals who are eager to make a meaningful impact and build a fulfilling career.

** This position is required to have Series 65 license. **

Responsibilities:

· Manage calendar and schedule meetings for clients, prospects and outside vendors.

· Participate in client meetings – reviewing concerns, beneficiaries, assisting with technology, and taking notes.

· Educate clients on the on-line tools and resources available to them.

· Open, transfer and close customer accounts and maintain appropriate account records.

· Process all required paperwork to create, maintain and service client’s accounts.

· Respond to incoming emails and telephone calls in a professional manner to ensure that the client’s request is met in a timely fashion.

· Interacts with Professional Partners to develop relationships to meet client’s needs.

Requirements

Qualifications: 

· Wealth Management experience REQUIRED

· Series 65 license REQUIRED

· College education preferred, not required

· Administrative experience preferred, not required

· Proficiency in Microsoft Excel, Word and Outlook, and Adobe

· CRM Database experience preferred, not required

Culture and Core Values:

KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture: 

· Honesty

· Integrity

· Respect

· Balanced Life

· Community Oriented

Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.

Benefits:

· Mentorship and Talent Development Program Opportunities

· Continuing Professional Education

· Financial incentive and exam fees reimbursed for passing the CFP, CPWA, AIF, CRPS, and/or CFE Exam

· Paid Time Off and Holidays

· Employer Matching 401(K) & Profit Sharing Plan

· Health, Dental, Vision, and Life Insurance

· Flex Spending Account/Section 125 Plan

· Health Care Reimbursement Account

· Short-Term and Long-Term Disability

· Wellness Reimbursement and Programs

· Student Loan Repayment Program

· Business Development Incentives

KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting’s Top 200 Firms.