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Client Services Associate

Harkins Wealth Management
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We are seeking a motivated and detail-oriented full time, on-site Client Services Associate to join our team. The Client Services Associate will be responsible for providing client services, advisor support, and an excellent client experience. This is an excellent opportunity to understand the financial planning profession from an operations viewpoint with opportunities for growth. Primary responsibilities will include scheduling and responding to client requests.

Duties

  1. Organize and handle incoming email, text and messaging inquiries.
  2. Manage client accounts by analyzing their needs, providing tailored solutions, and maintaining accurate records in Wealthbox CRM
  3. Work with the team to conduct regular check-ins with clients to gather feedback, address concerns, and ensure ongoing satisfaction.
  4. Support the onboarding process for new clients, ensuring a smooth transition and thorough understanding of our services.