Client Relationship Associate

Job Description

Job title: Client Relationship Associate

Location: Bethlehem, PA

Status: Full-time, in office

Compensation: $70,000 - $85,000 (based on experience)

The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come. We are a tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients. No matter whom we work with, clients should know that they are receiving the firm's utmost attention. Being their advocate is our calling and privilege!

Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Client Relationship Associate to the team who will support the firm's lead advisor.

The attributes that we are looking for in a teammate include:

• Unwavering attention to detail
• Dedication to putting the client's needs first
• The ability to think rather than react; understand the up- and down-stream impact of actions taken
• An ability to see the big picture and draw your own conclusions
• Approach issues with potential resolutions in mind
• Passionately committed to serving and caring for other people
• Self-motivated with a desire to meet deadlines
• Ability to self-start, take initiative, and be proactive
• Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
• Ability to multitask and manage multiple projects as once with efficiency and accuracy
• The ability to communicate clearly and concisely with teammates to collaborate on common objectives
• Joy in “playing pick-up ball” – pitching in when something needs to be done, no matter how simple or mundane

As a Client Relationship Associate you can expect to:

• Process all tasks to the best of your ability, so the advisor can focus on the items that require his personal attention
• Ensure all activities are captured, scheduled, and completed
• Coordinate the advisor's calendar availability; appropriately blocking time and coordinating commitments with the team.
• Respond to client questions and concerns regarding general