Client Service Associate

Summary: Responsible for supporting the Client Concierge Team and the core functions of the overall practice with oversight. This role is training to be a Client Concierge and will work closely supporting that team.

Duties and Responsibilities include the following. Other duties may be assigned.

· Answering incoming phone lines and screening to assure incoming calls are redirected to the appropriate team member.

· Greeting incoming clients and vendors to assure they are comfortable while waiting for their appointment.

· Assure the self-serve drink area is properly stocked with beverage supplies, the coffee machine water is filled and there are sufficient cups and glasses for visitor use.

· Maintain conference room cleanliness between client appointments; cleaning up any used drink containers, wipe down glass tabletop.

· Fill all paper trays each morning for general use items - copier, printer.

· Distribution of incoming mail to appropriate team members.

· Checks and Securities tracking with submission to the OSJ monthly.

· Use of templates in database for all client related transactions.

· Holiday Card Processing

· Scanning Preparation

· Administrative support for the Wealth Advisor Group as needed.

Education/Experience:

· High School Diploma or equivalent required. Some experience in the financial services field is desired

Certificates and Licenses:

· Not Required

· Willing to obtain but not required: FINRA SIE and Series 7 & 66 licenses.

Knowledge, Skills, and Other Abilities:

· Excellent verbal and written communication skills.

· Ability to handle multiple requests simultaneously and respond quickly.

· Highly organized, with absolute attention to detail/data integrity.

· Problem solving abilities.

· Follow-through and communication to team members regarding status of open items.

· Client-first attitude.

· Team player, collaborative, able to work with and through others.

· Ability to project a professional image of self and the firm to clients through personal conduct and the quality of the work produced.

Benefits:

· Paid time off including holidays, vacation, and sick days

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Long-term disability insurance
• Supplemental Voluntary insurance including accident, critical illness, hospital indemnity, and legal
• Retirement benefits with company match
• Unreimbursed medical and dependent care FSAs
• Employee assistance program
• Health Advocacy Program
• Employee Discount Program

Compensation Model: Salary plus bonus

Total Base Pay Range: $40,000 - $55,000 Annual

Bonus Range: 3-4% with no cap

About Adara Wealth Management:

Adara Wealth Management is a boutique financial services firm based in Tucson, Arizona that offers personalized strategies for clients’ financial objectives. Founded on the principle of treating clients like family and friends, Adara helps them pursue their goals and dreams through life changes. Anchored by a team of dedicated, experienced professionals, Adara provides innovative strategies in wealth management, retirement planning, and investment strategies. Visit us online at adarawealth.com to learn more.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Tucson, AZ 85718 (Required)

Work Location: In person