Client Services Associate - Campbell & Company, Wealth Advisors, and Certified Public Accountants

• Protect and Guide our Clients in Retirement Planning.
• Serve as the primary point of contact for clients, responding to inquiries, resolving issues, and providing support via phone, email, and in-person meetings.
• Assist clients with account opening, maintenance, and account-related transactions, ensuring accuracy and compliance with regulatory requirements.
• Coordinate with financial advisors to gather necessary information and documentation for client meetings and presentations.
• Prepare and distribute client reports, presentations, and other materials as needed.
• Proactively communicate with clients to provide updates on account activity, market trends, and other relevant information.
• Conduct research and analysis to address client inquiries and support financial planning efforts.
• Maintain accurate and up-to-date client records in our CRM system and other databases.
• Collaborate with internal teams to streamline processes, improve efficiency, and enhance the client experience.
• Adhere to all regulatory requirements and company policies related to client interactions and confidentiality.

• Minimum 3 years of experience in financial services, client relations, or a similar role.
• Strong interpersonal skills and a commitment to providing exceptional customer service.
• Excellent communication skills, both verbal and written.
• Detail-oriented with strong organizational and time management abilities.
• Ability to multitask and prioritize tasks in a fast-paced environment.
• Proficiency in Microsoft Office Suite and CRM software.
• Knowledge of financial products, investment strategies, and industry regulations is preferred.
• Series 65 and/or Florida Insurance License 2-15  a plus, or willingness to obtain within a specified timeframe.
  
  

• Health care reimbursement available, 401(k) w/ safe harbor match, Short-term & Long-term Disability, Life Insurance, PTO, Paid Holidays, Goal Bonuses.

We are a Wealth Management & CPA Firm, celebrating 3 decades in business. Our dynamic team is focused on helping our clients achieve their goals through prior planning and excellent service.