Client Service Associate

Company Overview:

K2 Financial Partners is a wealth management company based in Glendora, California. We pride ourselves on delivering personalized financial solutions to our valued clients. Our mission is to guide individuals and families toward their financial aspirations through trust-centered counsel, education, and exceptional service.

Position Summary:

As a Client Service Associate, you will play a crucial role in ensuring seamless client experiences. Your responsibilities will include handling confidential client information, processing paperwork, scheduling and confirming appointments, and collaborating closely with our team of Advisors. We’re seeking an enthusiastic individual who thrives on building strong relationships and is passionate about helping clients achieve their financial goals.

Key Responsibilities:

• Client Interaction: Communicate effectively with clients, both over the phone and in person. Your friendly demeanor and professional approach will be essential.
• Administrative Support: Process paperwork accurately and efficiently. Maintain meticulous records and assist with various administrative tasks.
• Appointment Management: Coordinate client meetings, ensuring timely scheduling and confirmation.
• Collaboration: Work closely with Advisors to review ongoing tasks and provide necessary support.
• Deadline Adherence: Manage multiple priorities and meet deadlines consistently.
• Organizational Skills: Demonstrate strong organizational abilities and multitasking capabilities.
• Industry Knowledge: While prior experience in the financial industry is beneficial, we are open to teaching motivated candidates who share our commitment to learning and growth.

Qualifications:

• Communication Skills: Excellent verbal and written communication skills.
• Confidentiality: Handle sensitive client information with the utmost discretion.
• Team Player: Thrive in a collaborative team environment.
• Time Management: Strong time management skills to handle multiple tasks efficiently.

Benefits:

• Benefits: Enjoy paid time off, Health/Vision/Dental insurance options, and a 401K match after the first year of employment.
• Flexibility: We are looking for a full-time position, but are open to a part time hire for a candidate who is committed to the role.