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Client Services Associate

Company: Loring Advisory Group
Location: Smithfield
Posted on: June 23, 2022

Job Description:

OverviewLoring Advisory Group is a dynamic, multi-faceted wealth management firm based in Greenville, RI. We are seeking a friendly and empathetic new team member who is interested in joining an established but growing firm dedicated to providing exceptional service to our clients. Applicants should possess exemplary interpersonal and organizational skills and display a genuine care for others. The ideal candidate should be intellectually curious, capable of working both independently and as part of a team, and comfortable working in an ambitious, fast-paced environment.Responsibilities

  • Provide client and administrative support to multiple financial advisors including the establishment of new accounts, asset transfers, money movements, and other client directives.
  • Assist firm advisors in preparing for client meetings, provide sales support, and provide timely and thorough feedback related to client requests.
  • Handle phone calls from clients, when appropriate; transfer calls to advisors, when required.
  • Develop and maintain operational processes for our growing organization.---Benefits
    • Competitive Base Salary + Cash Bonus
    • 100% Employer Covered Healthcare & Dental Plan
    • 401k with Employer Match and Employer-Funded Profit-Sharing Plan
    • Flexible Work Arrangements - Generous PTO
    • Education / Tuition Assistance ProgramsAre You?
      • Committed to the Highest Degree of Personal Integrity
      • Detail Oriented & Thorough in Written and Verbal Communication
      • Capable of Effectively Prioritizing Workload and Meeting Deadlines
      • Adaptable and Resilient to Changing Needs of Clients and Our Team
      • Familiar with Computer Programs, including Microsoft Word, Excel, OutlookIf you agree that you have the above qualities, you've likely got what we're looking for. There are no experience or licensing requirements for this role; just a desire to help others and be part of a caring, motivated team. We are dedicated to the training and development of our teammates and eager to grow, both personally and professionally, together. Contact jobs@loringadvice.com today.

Keywords: Loring Advisory Group, Providence , Client Services Associate, Other , Smithfield, Rhode Island

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