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Client Services Associate

Johnson and White Wealth Management, LLC. York, PA
  • Expired: over a month ago. Applications are no longer accepted.

Johnson and White serves a diverse clientele across the country. We assist our clients in rigorously managing their wealth through a very disciplined process. Our success depends on the success of our clients. Underpinning all that we do is trust, driven by our client-first attitude and consistency.

We are looking for a candidate to be at the very center of our client experience. This position interacts consistently throughout that the day with clients, addressing their needs while always nurturing their relationship with our Team.

Duties and Responsibilities

This position ensures that every client’s interaction with our Team is nothing less than exceptional. This involves administrative duties such as answering the phones, preparing correspondence, facilitating transactions, scheduling appointments and coordinating client events. The candidate must excel at working independently within the context of our team and must be adept at solving problems to conclusion.

The candidate we seek is first and foremost client-centric. Critically, this is not someone who can just talk to clients, but intuitively understands their requirements and tenaciously pursues solutions that provides them satisfaction and exceeds their expectations.

Skills

We require broad support from this person, requiring a significant degree of focus, discipline and concentration. Effective time management, especially for our clients, and well-honed multi-tasking are of tantamount importance. Comfort and conversancy with software, to include MS Office Suite and CRMs, is essential. We seek a teammate that embraces technology and understands how to leverage it for our success. Verbal and written communication skills, an appetite and willingness to learn and perseverance are attributes we value.

Industry experience is not required, nor is a college degree, although both are a plus. We covet an intensely people-focused teammate who thrives in a collaborative environment, knowing that at all times every team member must be shouldering their respective responsibilities.

In Return

We have a long-established team to whom we provide competitive compensation, generous retirement, health care and time off benefits.

Compensation

Salary is commensurate with skills and experience.

Johnson and White Wealth Management, LLC.

Johnson and White Wealth Management is a Registered Investment Advisor located in York, PA.

Address

224 St. Charles Way, Suite: 200, York, PA 17402
York, PA
USA

Website