Client Services Associate

Job Details

Firm Overview

Monte Financial Group, LLC is a fee-only financial planning and investment advisory firm based in Guilford, Connecticut. We are a growing team of nine separated across two business segments: Wealth Management and Asset Management. We are currently seeking a Client Service Associate to join our growing Wealth Management division.

Job Summary

The Client Service Associate will be a part of the firm s Wealth Management team. Responsibilities will include supporting the firm s Wealth Advisors by responding to client inquires, completing client onboarding and account maintenance tasks, and developing quality relationships with our custodians.

Key Accountabilities

• Prepare all custodian paperwork for new clients/accounts and interface with custodians to ensure accurate set-up and transfer of assets. This includes account maintenance, such as trustee changes, account registration changes, etc.
• Ensure timely responses to all client correspondence and inquiries.
• Work directly with our custodians operations teams to execute account administration and transaction processing properly and accurately.
• Maintain all pertinent client information in the CRM system and document management system.

Qualifications

• Well organized with extraordinary attention to detail and the ability to support multiple advisors.
• Responsive and effective communicator, verbally and in writing.
• Possess strong ethics, with the ability and dedication to develop an effective working relationship with our team and to successfully serve a diverse client base.
• Tech savvy, with the proficiency to quickly learn new technology tools, platforms, and software.
• Ability to work in teams or individually, and be flexible to work under tight deadlines and changing client needs.

Education, Experience, Licenses & Designations

• BA/BS degree
• Proficient in Microsoft Office

 Monte Financial Group LLC

 06/30/2024

 Guilford,CT