Client Services Associate

Job Description

Job Description

Salary: $50,000 Annually with up to a 20% bonus

Goodwin Investment Advisory is a growing wealth management firm dedicated to providing comprehensive financial planning and investment management services. We are committed to delivering exceptional client experiences and tailored financial solutions. At Goodwin Investment Advisory, we are a team that loves working together. Our culture is anchored by our core values: We believe that having humility alongside confidence is essential. We are dedicated to personal growth and eagerly contribute our unique abilities to the team. We enjoy life and enjoy having fun, but we also put our money where our mouth is and pursue financial freedom in our own lives. Doing what you say you're going to do is key. We have empathy by sharing the significance of life's experiences together. We know that a strong, inclusive team makes us better. That's why we welcome applicants from all backgrounds and experiences.

We are seeking a motivated and detail-oriented professional to join our team as a Client Service Associate (CSA). This position is ideal for individuals with at least three years of professional experience who thrive in a fast-paced, client-focused environment. The CSA plays a key role in supporting our advisory team by preparing paperwork, ensuring client accounts are accurately established and properly maintained, and delivering exceptional ongoing service. Responsibilities include coordinating new account setup, processing account maintenance requests, and ensuring all actions are completed accurately and on time. The CSA will also assist with office operations, contribute to the development and refinement of internal procedures, and help lead process improvement initiatives. As a front-facing team member, the CSA will greet clients in the office, manage incoming phone calls, and serve as a consistent and professional point of contact for client service needs.

Our mission at Goodwin Investment Advisory is to lead people to financial peace, independence, and generosity. If you desire success, share our vision, and feel you can help our team go further faster, we would love to hear from you! We know that a strong, inclusive team makes us better. That's why we welcome applicants from all backgrounds and experiences.

Key Responsibilities:

• Maintain client information in our records database
• Prepare required documentation to open and/or maintain client accounts to the specifications requested by the Advisor
• Draft, review, or edit client correspondence for Advisors, if needed
• Assist in the preparation of materials for upcoming client meetings
• Become a subject matter expert in operational policies and procedures
• Conduct phone calls with financial custodians to research potential issues within client accounts
• Assist in developing processes and procedures that enhance accuracy and streamline processes
• Assist in setting and continually meeting project expectations with team members and management
• Assist clients with deposits and withdrawals to managed accounts
• Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office
• Handle incoming client telephone calls
  

What we are looking for:

• Bachelors degree
• 3+ years of professional experience
• Exceptional interpersonal skills
• Positive attitude and an extraordinary client service orientation
• Superior phone skillsfriendly and helpful in all interactions on the phone
• A genuine interest in serving and caring for other people
• Excellent organizational and time management skills and ability to manage multiple projects with precision
• Must be systems-oriented
• Professional demeanor
• Computer literacy to easily learn new programs
• Strong attention to detail
• Exceptional written and verbal communication skills
• Required to be in office Monday-Thursday, work from home on Friday, if desired

Why join Goodwin Investment Advisory?

• Competitive salary starting at $50,000 with up to a 20% bonus
• Health, dental, and vision insurance.
• 401(k) plan with company match up to 7%
• Paid time off (starting with 15 days off after 90 days of employment)
• NYSE holidays off