Founded on principles that form the bedrock of our firm today, Altium Wealth was born from the desire to be of uncommon service to our clients. In order to provide high quality service, we need a resourceful team. We are growing and are excited to talk to you about a career at Altium Wealth.

OPEN POSITIONS

Senior Client Service Associate

Founded in 2010, Altium believes that our clients wealth decisions are often compelled by a higher sense of purpose. Our mission far exceeds wealth generation: we want to empower our clients to create the life that they envision for themselves, their families, and their communities.

Altium Wealth is looking for a dynamic professional to join our growing Client Service team. Our client Service team directly impacts our client experience and is important to the success of the organization.

Please note - this person would be expected to be in the office every day.

What You'll Do

• Liaison between clients and advisors and expected to deliver remarkable service both externally and internally
  

• Coordination and preparation for client meetings, including post-meeting documentation and follow ups
  

• Schedule meetings including confirmation emails
  

• Use the group’s different applications (Outlook, Salesforce, Schwab, TD, Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
  

• Field client requests and complete tasks, following through to make sure client’s needs are met while following compliance standards
  

• Manage client data within CRM (Salesforce) and monitor to ensure accuracy
  

• Process and track insurance maintenance requests for client policies
  

• Other responsibilities as may be assigned

What You'll Bring

• Team player who shows a client first attitude
  

• Adaptable to constant change
  

• Attention to detail and strong follow up/follow through skills
  

• Excellent customer-facing skills
  

• Strong written and verbal communication skills
  

• The ability to accomplish a variety of tasks in a thoughtful, organized manner and able to prioritize and re-prioritize throughout the day
  

• Show strong aptitude to anticipate client requests
  

• Maintain composure and remain positive under pressure even in time sensitive and complex situations
  

• Preferably a Minimum 5-year experience with Financial Services and/or Client Service
  

• BA/BS degree preferred
  

• Proficiency in MS Outlook and MS Word (Excel a plus)
  

• Prior experience with CRM software, preferably Salesforce
  

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
  

• 401k Matching Plan
  

• Paid Parental Leave
  

• Student Loan Assistance
  

• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)

Contact us with your resume and share why you’re interested in joining our team.

APPLY