Job Description
Connors Wealth Management is seeking a highly qualified, positive, and motivated Client Service Associate to be an integral part of our fast-growing company. CSA’s play a critical role by providing administrative support to advisors and operations team, and ensure our clients receive outstanding service and communication. Candidates must be high-energy, detail-oriented, and have a passion for helping others. Connors Wealth Management offers a fast-paced, professional environment with great benefits a competitive salary based on experience. This position will be on a fast track to a supervisory role after one year, based on performance.
Responsibilities
- Provide positive and professional service to the client base assigned
- Handle all communication with the client base including phone calls, and emails
- Assist other team members with client projects
- Handle all follow-up activities from client meetings
- Process all paperwork, money movement, and client requests
- Build and maintain a relationship with the client base
- Assist in developing client review materials
- Interact with the firm’s operations team on planning and follow up
- Develop and maintain written systems of all activities
- Attend all training and information sharing meetings scheduled by the operations team
- Maintain all continuing education requirements of a wealth advisor plus required training elements
- Attend all firm client events
Knowledge, Skills & Abilities * Excellent attitude and interpersonal skills
**
- Extraordinary client service orientation
- Excellent communication skills
- A genuine passion for serving and caring for other people
- Excellent organizational and time management skills
- A burning desire to succeed
- Ability to handle multiple tasks and handle stress professionally
- Series 63, 65 or 66 is required
- Bachelor's degree is preferred
We offer a great working environment in beautiful and professional office locations in Cocoa Beach and Suntree. For more information about our company and our team, please visit our website www.ConnorsWealth.com.
Job Type: Full-time
Pay: $40,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
Compensation Package:
- Bonus opportunities
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Work Location: In person