Junior Client Service & Relations Associate - Altium Wealth Management

Do you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a welcoming style?

Is efficiency one of your strengths, allowing you to handle multiple tasks at once while ensuring accuracy and consistent completion?

Do want to begin a career in the dynamic wealth management industry?

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 strategic 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 position requires you to be in the office Monday-Friday

• You will serve as a liaison between clients and advisors, delivering quality service both internally and externally.
• Coordination and preparation for client meetings, including post-meeting documentation and follow-up
• 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

• Team player who shows a client first attitude