Client Service Associate

We are seeking a diligent Client Service Associate in the Financial Services sector who thrives in delivering exceptional customer service and has a keen understanding of the wealth management industry.

Client Details

Our client is a well-established wealth management firm based in Wilmington, DE. With a significant presence, this boutique organization is known for its dedication to providing innovative financial solutions and exceptional service to its clients.

Description

• Provide high-quality customer service to clients
• Handle client communication professionally and efficiently
• Work collaboratively with teams to deliver outstanding service
• Communicate with external accountants and attorneys
• Assist with client meeting material
• Maintain client confidentiality and adhere to compliance guidelines
• Contribute to the continuous improvement of service delivery
• Manage and resolve client issues promptly
• Support in the development and implementation of service strategies

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

Profile

A successful Client Service Associate should have:

• A strong understanding of wealth management
• Bachelor's degree
• Advanced certifications are a plus
• Exceptional communication skills
• High level of professionalism and integrity
• Ability to handle confidential information responsibly
• Collaborative team player with the ability to work independently
• Proactive attitude and ability to adapt to changing environments

Job Offer

• Competitive salary range from $75,000-100,000
• Bonus Opportunities
• Comprehensive health and dental insurance
• 401(k) plan with discretionary, profit-sharing contribution possible
• Generous paid time off and holiday schedule

This is an exciting opportunity to join a reputable firm in the financial services industry and contribute to delivering superior client service. We encourage all qualified candidates to apply for the Client Service Associate position.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.