Client Service Associate

Join Our Dynamic Team

Do you want to be part of a young, energetic team culture? Are you looking for an opportunity with an entrepreneurial, growing firm? If so, read on.

At The Kelley Financial Group, we believe that our client relationships start with people and purpose and our firm culture is based on this fundamental appreciation of what wealth means to each individual person and family. If you are eager to be part of a young, energetic, growing practice and are passionate about helping individuals and families work towards achieving their financial goals, we welcome you to apply.

We are seeking a qualified Client Service Associate to join our growing, independently affiliated firm in Sewickley, PA. This is a fantastic opportunity to continue to build your career within a structured program with access to outstanding market and growth opportunities.

The salary range for this role is $45,000 - $60,000 dependent upon qualifications and experience. We offer a competitive compensation package with 401k and opportunities for incentives and career growth within our organization.

THE ROLE: The Client Service Associate will help us deliver excellent support and service to clients. You will support the firm in delivering outstanding client service through in-person, phone, and electronic communications with clients as well as financial institutions. The role requires someone who is internally motivated and self-directed but can collaborate and work as part of a team.  The ideal candidate must be thorough and detail-oriented, have fantastic communication skills, and truly enjoy talking to clients and forming relationships. Additionally, you must have a strong desire to learn, grow, ask questions, and have a passion for personal development. Initially, you will not need a securities license, but should you wish to grow in this firm, you may pursue certifications for advancement. This is not a sales role. This position allows the Associate to gain valuable experience in wealth management, develop communication and analytical skills, and progress toward more client interaction and responsibilities.

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

• Process client requests in a timely and efficient manner

• Coordinate with LPL Financial and other custodians and strategic partners on client account maintenance and reporting

• Contribute to the development and execution of client service standards resulting in client retention and satisfaction

• Perform office operations including answering phones, greeting clients and screening calls

Key Competencies

• College Degree or Equivalent Experience Preferred

• 2 + Years of experience in a client service environment, preferably in the financial services industry

• Highly detail oriented and comfortable working in a fast-paced environment

• Ability to take complete and accurate notes and maintain confidentiality

• Proficiency in MS Office with expertise in Microsoft Word, Excel, Outlook, PowerPoint and Web Browsers preferred

• Solid communication (oral and written), interpersonal, organizational, and presentation skills

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and The Kelley Financial Group are separate entities from LPL Financial.