Client Experience Associate
WHAT WE ARE LOOKING FOR:
CFM is hiring a Client Experience Associate to join our office in Virginia Beach, VA. As a Client Experience Associate, you will collaborate with other members in our Concierge Department to provide white glove service. The Client Experience Associate will join a team of dynamic, collaborative, and client-focused professionals who take pride in delivering massive value to the families the firm serves. Essential duties for the the Client Experience Associate will include, but are not limited, to:
- Accurately communicate CFM's value proposition.
- Consistently and accurately communicate with clients via email, phone calls, and global relay texts.
- Prepare meeting agendas-coordinate with all departments.
- Responsible for updating/confirming client segmentation.
- Update and maintain information for vendors, strategic partners, and clients in our CRM.
- Provided online access for client investment accounts.
- Triage all calls to the correct department/manage all service requests for clients.
- Create job aids for all department tasks.
- Performing other duties as assigned and required..
Qualifications/Experience:
- At least 3-5 years of experience in the wealth management industry.
- 4-year undergraduate degree required; preferably in Finance or Accounting or a related major.
- .Excellent written and verbal communication skills
- Strong computer skills, especially in Excel and/or programming skills a plus.
- Good interpersonal skills with the ability to work well with others.
- Warm, friendly personality with the ability to connect with people
- Ability to work independently.
- Strong attention to detail and accuracy
- Ability to organize and present data.
WHAT WE OFFER:
- CFM offers a highly competitive salary and a suite of holistic benefits designed to help our team members balance their personal and professional life commitments.
- Compensation: Base Salary is commensurate with experience ranging from $50,000-$75,000 with incentive compensation.
- Professional Development: 3 Year CFM Training Program, Tuition Reimbursement, etc.
- Benefits: Medical, Dental, Vision, Retirement Plan (401K), PTO, etc.
HOW DO YOU APPLY TO BE A CLIENT EXPERIENCE ASSOCIATE:
- For immediate consideration, please submit your resume in MSWord or PDF format to cfmcontact@cfmva.com.