Client Service Associate - Williston,VT

Employer Industry: Financial Services

• Salary up to $39.18/hour
• Opportunity for career advancement and growth within the organization
• Comprehensive benefits package including 401K matching, health benefits, and paid time off
• Supportive and collaborative work environment
• Chance to make a meaningful impact in wealth management and client satisfaction
• Commitment to workplace equality and community involvement

• Communicate daily with advisors and clients, ensuring timely resolution of inquiries
• Handle client questions regarding account activity, policies, and documentation
• Submit and process account activities such as new accounts and transfers
• Proactively address time-sensitive items like distributions and tax forms
• Research and resolve complex issues in coordination with internal departments

• Ability to work onsite in Williston, Vermont, Monday to Friday
• 1-3 years of financial industry experience, preferably in wealth management
• Strong background in client service with excellent communication skills
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel)
• Strong attention to detail and organizational skills

• Desire to obtain industry licenses (i.e., SIE, Series 7, and 66)

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