Client Service Associate

Job Description:

All Star Financial is looking to expand our team! We are a fee-only wealth management firm that is full service in our approach, comprehensive in our offerings, and passionate about our clients; with our core values at the forefront of everything we do. We serve a wide variety of clients with different levels of financial complexity and tax obligation.

We are seeking a full-time Client Service Associate who will provide administrative and operational support to our team of advisors and occasionally interact with clients. This person will be our on-site subject matter expert for our account management tools and must be able to interact with our team, clients, and prospective clients with a high degree of professionalism. We offer a competitive benefits package, PTO, 401K match, profit sharing, volunteer opportunities and a family-like office experience.

Role Responsibilities:

• Gain subject matter expertise on account management platforms (Fidelity and Schwab)
• Prepare electronic and hard copy forms and process requests for client tasks daily
• Prepare necessary reports prior to client meetings
• Process fund request transfers
• Assist advisors in the client onboarding process including building new accounts and system setup
• Ensure appropriate forms and documentation is prepared, submitted, and filed
• Utilize the firm’s CRM system to document and complete tasks (Salesforce)
• Answer client questions and provide a timely response to any issues
• Research and efficiently resolve complex problems related to client accounts
• Adhere to all compliance policies and procedures
• Provide input for process improvements and efficiencies
• Perform other duties as requested which contribute to the overall success of the firm

We’re Looking For People Who Bring:

• Commitment to building strong, inclusive internal and external relationships
• Desire to work in a team atmosphere while independently completing daily work
• A high level of confidentiality
• Ability to collaborate with a variety of different people and roles
• Problem-solving skills and act as a self-starter
• A “no job is beneath me” attitude
• Effective time management and organizational skills
• Ability to prioritize and complete tasks efficiently and on time

Previous Experience:

• Familiarity with Salesforce, DocuSign, Adobe, and Microsoft programs preferred
• Financial knowledge, or experience working within the financial industry is a plus

To learn more about our firm, visit our website at www.allstarfinancial.com. To apply for the Client Service Associate role, please send your resume to asf@allstarfinancial.com.

All Star Financial is committed to being an equal opportunity employer and constantly strives to create an equitable and inclusive work environment. We respect individual strengths, views, and experiences; and we believe our differences enable us to be a better team – one that makes better decisions, drives innovation, and delivers better business results.