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Opportunities

Client Relationship Associate- Part Time

Gould Ruma Financial Advisors, a growing wealth management firm, is seeking a Client Relationship Associate to help us in our mission of helping clients achieve their financial goals. Strong relationships play a crucial role in the success of our practice and we are looking for someone who wants to help build and enhance our client relationships.

Description

The Client Relationship Associate plays an important role in setting the tone for the practice. As the first and last person clients see when they are in the office, the Client Relationship Associate is instrumental in making sure clients have a positive experience.

 

Responsibilities & Activities

  • Greets clients in a friendly and sincere manner, making them feel comfortable when they visit the office
  • Handles incoming telephone calls
  • Handles calendar for the Financial Advisor
  • Processes new contributions, redemptions and other account servicing related tasks
  • Helps prepare Financial Advisor for client appointments and annual reviews
  • Sorts and distributes the mail
  • Sends periodic client correspondence
  • Coordinates all gifts and cards
  • Coordinates random acts of kindness
  • Makes monthly and quarterly “stay in touch” calls
  • Orders and handles office supplies
  • Develops and maintains written systems of all activities
  • Handles miscellaneous operational activities

 

Knowledge, Skills, & Abilities

Requires:

  • Strong verbal, written and interpersonal skills
  • Superior phone skills- friendly and helpful in all interactions on the phone
  • Excellent organizational and time management skills and ability to multi-task
  • Proficiency in Microsoft Office Suite
  • Excellent attitude and an extraordinary client service orientation
  • Professional demeanor

Helpful:

  • Interest in and knowledge of financial markets and investment securities
  • Previous financial industry experience
  • Associates or undergraduate degree
  • Strong analytical and research skills
  • A strong focus on getting the details right
  • Attendance is an essential function
  • Salary is commensurate with experience


If you think you would be a good candidate, email your resume to colleen@gouldruma.com.