Client Service Associate

Role Overview

At Konvergent, we help our clients successfully and confidently navigate life’s most important transitions. With over 50 years of industry experience, we drive results through a commitment to bringing exceptional value to our clients and executing on that promise.

We aren’t looking for someone to just fill a role and check boxes, we want someone who sees themselves as a leader and wants to join a company with an opportunity to grow. Our values guide what we do as a company, and we help hold each other accountable to living them everyday.

• Integrity – You are your word, and you honor it
• Client Service – Set high expectations and exceed them
• Team – Every member of the team is valued, and we look out for each other
• Responsibility & Accountability – 100% responsibility 100% of the time
• Development & Growth – It is critical to continually grow as a person and to stay ahead of the industry

The ideal candidate for this role will be someone whose values align with ours and is never satisfied with just doing just enough. We want someone who can take this role and grow it beyond what we saw was possible. We can teach you all the skills you’ll need to be successful, but we expect you to have the drive to be better each day and the curiosity to always be learning.

Duties and Responsibilities: The Client Service Associate will be primarily responsible for providing exceptional Client Service through inbound and outbound communications along with scheduling and confirming client appointments. Administrative responsibilities include handling requests from clients and advisors regarding account administration, including but not limited to preparing new account paperwork and account maintenance requests. The Client Service Associate will also be expected to update client information in our CRM and other programs along with organizing and maintaining both physical and digital client files.

Preferred Knowledge, Skills and experience:

• Highly proficient with the Microsoft Office suite, general computer skills and basic office environment technology
• Prior use with CRM (Salesforce) preferred
• High degree of accuracy, detail orientation and strong problem-solving skills
• Familiarity in the Finance, Banking or Wealth Management industry

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• What does exceptional Client Service mean to you, and when was a time you exhibited it in a previous job

Work Location: In person