Client Service Associate

Assist in providing excellent service to our clients. Respond to client requests with timeliness and accuracy in mind. Assist Advisors with client meeting prep and follow-up tasks. Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks. Become primary point person for Schwab. Maintain and update client data in Salesforce. Initiate, manage, and tweak workflows in Salesforce. Data input into our financial planning software - eMoney. Run reports and proposals in Orion. We are always striving to improve our processes and we ask our entire team to help identify areas where we can improve.