Client Service Associate - generous PTO

Description For faster consideration, please view my Linkedin under Charles O'Brien and send me your resume.Our client is an employee owned fee only wealth management firm that has a phenomenal track record of servicing their clients in the 40 years since their inception.Company features

Competitive base salary and quarterly bonuses

Generous paid time off (vacation, sick leave, holidays, etc.)

Comprehensive benefits package: medical, dental and vision Insurance (long-term disability and life insurance optional)

401(k) plan with guaranteed profit-sharing (after one year of employment)

Opportunity for career growth

Fun and energetic work culture

Specific Responsibilities include: Collaborating with financial advisors to ensure successful onboarding of new clients Scheduling and managing client and prospect calls and meetings, including preparation and follow up Updating CRM and related applications to ensure accuracy of all relevant client and prospect information Participating in client meetings alongside a financial advisor Completing various client service tasks, such as gathering financial planning data, opening and maintaining accounts, answering questions, etc. Participating and collaborating in staff meetings Perform additional related duties, as requestedRequirements Key requirements

3+ years in wealth management

FINRA Series 65 or 66 preferred

MoneyGuide pro planning experience preferred

Must have strong present to be able to communicate with clients

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .