Private Wealth Associate

The Private Wealth Associate (PWA) is accountable for delivering high quality and efficient service to both internal and external clients. The PWA directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Verdence Capital Advisor's value to clients and prospects, achieves operatingmargin targets and fosters a culture of performance and continuous improvement. ResponsibilitiesProvides exceptional service to an assigned group of client accountsManages client onboarding and provide correct documentation for opening new accountsContinuously monitors client accounts and service requestsBuilds and solidifies relationships with existing clients by providing ongoing customer supportResolves issues in a manner that's appropriate for both the client and the companyUses systems, services, and resources to execute work as effectively and efficiently as possibleLeads appropriate resources to address the client's needsMaintains complete and accurate client and policy data within the Verdence systemsExecutes on Administrative tasks, when appropriate. This could include scheduling, handling calls, travel arrangements, expense management, etcQualificationsBachelor's degree with 5+ years client service andor claims management experience -OR- High School degreeGED with 8+ years client service andor financial management experienceProficiency and aptitude in utilizing MS Office, custodian platforms and other desktop applicationsEffectively managesbalances multiple, competing priorities.Works in a self-directed manner and detailed oriented.Excellent written and verbal communication skills.Strong computer skills, including proprietary software.Microsoft Office SuiteSuperior interpersonal, organizational and client service skillsSolid work ethic, professionalism, and positive attitudeProactively communicate with all stakeholders on the statuscompletion of tasks

Created: 2024-10-24