The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Responsibilities:

• Inbound client calls, schedule appointments, and prepare materials for client meetings

• Keep client management systems up-to-date with client information

• Assist with various documentation requirements for new business

• Manage account activities that are operational in nature – new accounts, cash

management, transfers, and account maintenance (e.g., periodic distributions, debits)

• Conduct proactive outreach to clients on time sensitive activities (e.g., RMDs)

• Assume ownership of inquiries and requests; communicate with internal departments to

ensure clients’ expectations for timely service delivery are met

• Educate clients on account services, capabilities, and new technology – eSignature,

paperless statements, Account View (client portal), etc.

Requirements:

• Strong customer focus, excellent verbal and written communication skills; able to explain

complex information clearly and simply

• Proven ability to independently and efficiently manage multiple projects concurrently in a

fast-paced environment

• Organized with a strong attention to detail and problem-solving abilities

• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners

• Strong analytical skills and ability to research information

• Demonstrates drive, initiative, and motivation

• Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications

Preferences:

• Experience working with Financial Advisors, Branch and Home Office support teams

• 2-3 years brokerage/financial services industry knowledge

About Vigil Wealth Services:

Vigil Wealth Services provides financial planning, investment management, tax planning, and tax preparation to its client base. Strong focus on client service and maintaining a familial feel for employees and clients.