Client Service Assistant

Harris Wealth Management in McMurray, PA utilizes a team approach to helping clients maneuver through a complex financial-services word. We are currently seeking a motivated Client Service Assistant to join our team and help deliver on our client process.

Job Description

Responsible for executing on the client service program including new client onboarding, ongoing client service and daily operational duties.

Job Responsibilities

• Prepare new account and service paperwork efficiently and effectively to completion
• Provide customer service both in person and over the phone to facilitate and resolve client service requests
• Fulfill routine client service requests, resolve inquiries and escalate cases when appropriate

• Schedule appointments and maintain a systematic appointment scheduling process
• Manage projects and hold advisors and others accountable for deliverables and critical items due
• Maintain CRM (WealthBox) data entry for all client and prospects
• Additional office management duties including supply ordering, filing, phone system technology

Key Competencies

• B.S/B.A. Degree Preferred not required
• 1-2+ Year’s Financial Services Experience Preferred 
• Client Service aptitude 
• Organizational skills and multi-tasking ability
• Attention to Detail
• Strong Microsoft Word, Excel and Outlook skills
• Good organization and time management skills