Client Service Associate

At Parkview Partners Capital Management, our mission is to unite a tax efficient, consistent, objective, disciplined and reputable wealth management process with a high level of personal service and communication. We seek to execute our business in an objective manner with the utmost integrity, competence and responsibility that one would expect from a fiduciary. We are looking for a Client Service Associate with strong attention to detail and a passion for delivering exceptional client service. In this role, you’ll be instrumental in helping us exceed client expectations while contributing to our positive, team-oriented culture.

WHY CHOOSE PARKVIEW PARTNERS CAPITAL MANAGEMENT?

Competitive Salary and Benefits - We offer a top-tier compensation package, including:

• Competitive Base Salary: Benchmarked against the industry’s top quartile.

• Performance Bonuses: Transparent, merit-based bonus program. We incentivize exceptional client service and interaction.

• Benefits: 100% paid medical, dental and vision insurance for employees, a 3% 401(k) match, and paid time off.

• Work Location: Our offices are in the highly desirable German Village area and have employee parking.

• Employee Engagement: We conduct annual- employee reviews, with bonuses but are a closely held business with an open-door policy.

• Growth Opportunities: We provide every team member with a path for growth and development.

WHAT YOU WILL DO AS A CLIENT SERVICE ASSOCIATE

• Administrative Tasks: Managing correspondence, scheduling meetings, organizing files, handling inbound/outbound mail and packages; maintaining common areas and supplies, greeting clients and guests.

• Operational Support: Coordinating internal processes to ensure smooth operations, providing backup support for other administrative roles.

• Financial Support: Ordering/mailing client gifts, preparing prospect packets, processing payments and invoices, tracking and organizing financial information.

• Client Interaction: Acting as a first point of contact for clients and visitors, ensuring a professional and welcoming atmosphere; answering phone calls, scheduling appointments, assisting with client inquiries.

• Collaborate with internal teams to complete and follow up on client requests.

• Take initiative to identify innovative solutions to resolve account matters and meet client needs.

• Deliver exceptional customer service to strengthen client relationships and enhance the overall experience.

• Work with Fidelity, LPL and Charles Schwab dealing with client accounts, distributions and concerns.

• Onboarding and opening new accounts for clients from all three institutions.

COMPENSATION & BENEFITS

• Base Salary: $50,000-$55,000/year.

• Bonuses: Transparent, merit-based bonus program. We incentivize exceptional client service and interaction.

• Insurance: 100% paid medical, dental and vision insurance for employees.

• Retirement Savings: 3% 401(k) Match.

REQUIRED QUALIFICATIONS & CHARACTERISTICS

• Bachelor’s degree.

• Client service experience (financial industry preferred).

• Financial licensing not required, however a plus.

• Experience working with custodial platforms (Schwab, Fidelity, LPL, etc.) not required, however a plus.

• Proficient in Microsoft Office Suite.

• High degree of accuracy, attention to detail, and strong problem-solving skills.

• Self-motivated, positive attitude with a collaborative mindset.

• Excellent written and verbal communication skills.

Ready to join a team that values your contributions and invests in your growth? Apply today and become part of Parkview Partners Capital Management!