Client Service Associate
Putting client needs first is deeply rooted in our culture and at the core of everything we do. Strong, detail-oriented Client Service Associate supports the team/clients by assisting with various industry specific tasks. Helping to ensure the day-to-day client interaction runs efficiently while always acting as a Fiduciary and putting the clients first. This position requires the employee to perform industry specific tasks such as application submission, account transfer follow-up, and client service work. This includes distributions, index annuity reallocations, incoming client service calls and database management.
Essential Duties
- Respond to client inquiries as needed with 24 hours
- Create ticklers in the CRM/Database for all task
- Open up Annuity Accounts
- Execute client withdrawls
- Manage the client rollover process
- Coordinate Roth conversions
- Monitor Custodial Alerts/Notifications and alert Advisors when appropriate
- Follow-up as necessary with vendor companies and clients
- Provide trading and portfolio support
- Support service team and provide training/support (as needed or assigned)
- Assist in coordination of RMDs for qualified client accounts
- Assist client with using the Harlow Portal and account resets
- Assist in the monthly client review coordination
- Assist in opening AUM accounts & guide clients through the process
- Assist at Client/Prospect Events – some evenings (as needed or assigned)
- Coordinate Death Claims
- Assist gifting program and tracking (as needed or assigned)
- Update Bomb Bomb Accounts, Snappy Kraken and Constant Contact (as needed or assigned)
- Back up coverage to Front Desk when out of the office (as needed or assigned)
- Attend trainings (as assigned)
- Special Projects (as assigned)
- Coordinate Life Insurance Applications
- Assist with seminars (as assigned)
- Contribute to optimizing the company’s performance by identifying, analyzing and improving existing business processes.
Knowledge and Skills
Intermediate knowledge of Microsoft Word and Excel
Strong organizational skills and attention to detail
Intermediate to advanced computer skills
Excellent communication – both verbal and written
Resourceful in problem resolution
Phenomenal phone skills
Type 65 wpm
Experience and Education/Training
- Previous experience in processing confidential paperwork
- Previous client interaction in an office environment
- 1-2 experience working in financial industry
- Experience working in a fast-paced environment
- Bachelors Degree preferred
Attributes
- Enjoy completing and processing paperwork
- Highly organized with strong follow-thru
- Willing to work as part of a team
- Self-directed initiative
- Process driven
- Operate with a proactive approach when dealing with coworkers and customers (advisors and clients)
Benefits
- 401(k)
- 401(k) 3% Match
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Short Term Disability
- Paid time off
- Professional development assistance
- Vision insurance
- Volunteer time off
Compensation Package:
- Bonus opportunities
Schedule
- Day shift
- Monday to Friday
- Work Location: Hybrid in Vancouver, WA 98660
Sound like you?
Kindly send your resume to Human Resources at HarlowHR@harlowwealth.com.
About Harlow Wealth Management
Harlow Wealth Management, Inc. is an independently-owned and operated Registered Investment Advisor firm (RIA). We serve clients living in the greater Portland metropolitan and southwest Washington areas, with an office in Vancouver, Washington. While our firm was officially created in 2005, our founding president, Danny Harlow, has been serving the retirement financial planning needs of our community since 1973. We focus on helping those who are retired or about to retire with building a customized retirement strategy.
To be considered for the Harlow Wealth position, please email your resume to HarlowHR@harlowwealth.com