Client Service Associate

Job Summary: J. Patterson Group Inc., is a corporation offering investment guidance to high net worth families, retired financial advisors, and trusts through Momentum Independent Network. Help conduct the fluid operation of a wealth management company. As an employee of J. Patterson Group Inc., you will assist with daily business activities and provide exceptional service to clients. Job Description: Client Services Associate's responsibilities will change over time as instructed by Investment Adviser Representative to meet the ongoing needs of the company.·       Draft and send correspondence to clients and home office. ·       Document contact with clients.·       Be proactive in supporting investment adviser representative with high priority projects.·       Provide clients with timely attentive service.·       Respond to client requests and provide information as needed.·       Update and maintain client management system.·       Track and confirm client and investment adviser representative requests have been completed.·       Maintain company website.·       Update and submit marketing materials to compliance for approval.·       Schedule appointments and prepare agenda for client meetings.·       Communicate with home office on business matters.·       Capture meeting notes and prepare meeting summary.·       Coordinate information received when onboarding new client.·       Develop and suggest process improvements to increase firm efficiency.Skills and Education: Highly motivated individual that displays professionalism, excellent attention to detail, and will take ownership of their operational responsibilities.·       Genuine interest in serving and caring for other people.·       Excellent attention to detail and ability to work in fast paced environment.·       Strong interpersonal communication skills with clients and staff.·       Strong problem-solving, decision making, and analytical skills.·       Excellent organizational, grammatical, and time-management skills.·       Proficient computer skills (Word, Excel, PowerPoint, and email)·       Ability to handle multiple tasks in a day, prioritize, and meet tight deadlines.·       Excellent positive attitude and polite phone etiquette.·       Finance background is preferred.·       High school degree or higher. Environment: Executive office in Mansfield Texas.  

Created: 2025-01-29