Client Service Associate - Argent Wealth Management

Hightower • Waltham, MA

21d • Hybrid

About The Position

Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devoted to helping individuals and their families achieve their financial goals.
At Argent, behind every business decision is a single core belief: We provide white glove service to our clients. From continual training of our team on the latest estate and tax strategies and implementing state-of-the-art investment research technology, to discovering better ways to improve client service, it's all about our clients. We aim to simplify our clients' lives, find solutions, and create long-lasting, trusted relationships.

Requirements

• 2+ years of experience in a similar role
• Experience building relationships with main partners for each assigned customer
• Accuracy and organization along with follow-up/follow-through skills
• Experience assessing severity of support requests and escalate based on severity
• Team player who shows a client-first attitude
• Proactively anticipate advisor and client needs
• Experience maintaining composure and remaining positive even in time-sensitive and complex situations
• Experience maintaining client relationships and providing service in a corporate environment
• Finance industry experience
• Proficiency in MS Outlook and MS Word required (Excel and Salesforce)
• Eagerness to work in a growing practice
• You are trustworthy, ethical, and able to handle sensitive financial information with the utmost confidentiality.
• You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Responsibilities

• Delivering service both internally and externally
• Serving on client team with advisor (s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-person interactions
• Onboarding new clients and supporting existing clients, including account openings, all aspects of money movements (journals, wires, ACAT/DTC transfers, RMD's, etc) and account maintenance
• Promptly addressing client inquiries within same day and responding to requests and providing information
• Completing cashiering responsibilities and ACH/wire/check requests
• Maintaining client records and files, ensuring that all data is current and accurate following regulatory requirements and company policies
• Collaborating with custodian partners (Fidelity, & Schwab, outside custodians, etc.) to ensure accurate processing of client transactions. Downloading and uploading forms, monitoring and verifying changes in the system, resolving issues, and staying current with changing procedures
• Becoming comfortable and proficient in using our different applications (Outlook, Salesforce, Orion, and custodial platforms Schwab and Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
• Fielding client requests and completing tasks, following through to make sure client's needs are met while following compliance standards and requirements
• Managing client data within CRM (Salesforce) and monitoring to ensure accuracy
• Participating in weekly CSA team meeting – prepare and contribute thoughts for agendas, raise concerns, suggest solutions, look for and implement efficiency and process improvement

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Hybrid model work schedule – minimum of 3 days in office (5 days in office for first 6 months)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees