JOB SUMMARY

Client Associate

Venice, FL

 
POSITION SUMMARY

Green Fairways Wealth Management is actively seeking a Client Associate to join their team in Venice, Florida. As a critical team member, your job as a Client Associate is to enhance the client experience by servicing clients, as well as providing operational and administrative support within the firm. You will perform administrative duties that support the Financial Advisors in their daily business practices, handle client experience details, and assist with the firms marketing efforts.

Green Fairway has a great office culture and truly believes in their mission of helping clients through every stage of their financial journey. If you possess excellent communication skills, genuinely enjoy client interaction, and have a team player mentality, we encourage you to apply!



 
Essential Duties and Responsibilities:
  • Provide exceptional customer service through positive client interaction; exceed the client’s overall expectations of customer service and exhibit a high level of professionalism and confidentiality of client information
  • Offer proactive solutions for office efficiency and in support of enhanced client experience
  • Generates client communications whether by phone, mail, electronically, or in-person
  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
  • Plan and organize client events and seminars
  • Office equipment maintenance and troubleshooting; Supply management and ordering

Required Qualifications:
  • Bachelor or Associates degree is preferred; completed college coursework in conjunction with work experience will also be considered
  • FINRA Series 7 and 66 preferred; Will be required to obtain Series 7 and 66 within 18 months of employment
  • Professional work experience in the industries of finance, accounting, insurance, banking, law or similar fields is advantageous

Desired Traits:
  • Outstanding planning and organizational skills, efficient multi-tasker, effective follow-up, deadline focused; detail-oriented and demonstrates a commitment to accuracy by delivering high quality work consistently
  • Possesses strong work ethics and morals; is driven and motivated to advance their career through hands-on experience and evolving industry knowledge
  • Energetic team player, with the ability and willingness to learn and effectively utilize new technologies as requested and required
  • Self-motivated with the ability to work independently and under direction
  • Possesses a positive, friendly attitude

Compensation and Benefit Highlights:
  • Friendly, business casual environment where everyone shares the common goal of amazing customer service and client satisfaction
  • 401(k) with company match
  • Employee Welfare Benefits (Medical, Aflac, Dental, Vision, and Disability)
  • Paid Holidays and Time Off
  • Standard business hours of 8:30am-5pm Monday-Friday

 
About Green Fairways:

Green Fairways Wealth Management is a multi-generational wealth management practice with more than 60 years of combined experience in the financial industry. Their mission is to build relationships with their clients and guide them through every stage of their financial journey. Building relationships with clients and the team is very important. The core values of their team are integrity, preparation, follow through and commitment. We invite you to visit their website www.GreenFairwaysWM.com to learn more about their practice and team.


 
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