Job description

Client Service Associate - Corporate Services
RedStone Advisors, LLC

Client Service Associate – Corporate Services

Reports To: Senior Advisor

Location: Lehi, Utah

Benefits: Yes

Status: Full-time

Posting Date: February 9, 2021

Close Date: February 9, 2021

Firm overview

RedStone Advisors is an independent, fee-based retirement plan consulting and financial advisory firm. Headquartered at the base of the Wasatch Mountains in Utah, we serve clients throughout the United States. Our firm was founded with the understanding that if something is worth doing, it is worth doing right. At RedStone Advisors we take the time to understand what is important to our clients and strive to make a meaningful difference in their lives.

RedStone seeks associates who share our core values of humility, motivation, and integrity. Could this be you? If so, you’ll enjoy our supportive work environment, our reputation for excellence, working with established clients, and extensive growth potential with career paths to help you reach your personal and professional aspirations.

Job Summary

The Client Service Associate (CSA) is an support role on the client account management team. Your responsibilities include preparing client reports, administering client data gathering and maintenance, scheduling client meetings, and responding to administrative client queries

Key accountabilities

In this role, your client service responsibilities include:

• Ensuring timely responses to all client correspondence and inquiries
• Identifying opportunities to improve our client service processes
• Contributing to the overall firm client service rating in the top two highest scores on CFWM’s annual client survey
• Supporting your client account manager and senior client account manager in creating and ensuring accuracy in presentation materials, preparing for meetings, and following up with post-meeting deliverables
• Assisting in client onboarding, with evolving participation in additional client meetings within your first year
• Building trusted, collaborative relationships with our custodian’s operations teams to execute cashiering, deposits, withdrawals, and other transactions properly and accurately

Your technology responsibilities include:

• Basic working knowledge of Office 365 Suite
• Developing expertise in our firm’s technology and software tools and platforms within your first year of employment and ultimately assuming firm-wide training responsibilities for these platforms
• Managing the firm’s CRM vendor relationship and others as responsibilities increase over time

Qualifications

We seek candidates who:

• Are well organized, with extraordinary attention to detail and the ability to support multiple advisors
• Are responsive and effective communicators, verbally and in writing
• Possess strong ethics, with the ability and dedication to maintain high confidentiality of personally identifiable client and firm information
• Enjoy collaborating and being a part of a team that puts clients first
• Have the emotional intelligence and self-awareness to develop an effective working relationship with a diverse team of colleagues and to successfully serve a diverse client base
• Are eager to learn about the industry and our firm, and enjoy working in a fast-paced, hands-on environment
• Are tech savvy, with the proficiency to quickly learn new technology tools, platforms, and software
• Are open to feedback and coaching
• Have a positive, can-do attitude
• Want to successfully develop into a client account management role with long-term growth potential within our firm

Education,

experience

licenses and

designations

We seek the following in our client services associates:

• Two years of financial services experience (preferred); experience as a Registered Investment Advisor intern, in general business, or in a client service role will also be considered
• Experience working with a custodial operations team is desired
• Licenses and designations may be acquired on the job, but the ability to acquire them and the desire to expand your knowledge to bring value to the firm are paramount

Salary and Benefits

We offer:

• Salary based on experience, in the range of $35,000 to $50,000 annually
• Performance-based incentive pay opportunity
• Benefits including dental, vision, health care, and 401(k) plan
• Partial financial support for tuition reimbursement, professional licenses, designations, continuing education requirements and other educational and training opportunities
• Paid vacation

Job Type: Full-time

Pay: $35,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• Bachelor's (Preferred)

Experience:

• Financial Services: 2 years (Preferred)

License/Certification:

• Series 6, 7, 66, or 65 license (Preferred)

Shift availability:

• Day Shift (Required)

Work Location: In person

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