We’re Hiring!

MPM Wealth Advisors is  looking for a full-time Client Service Associate to join our growing team!

Primary Responsibilities:

Under general supervision and acting on own initiative, performs secretarial, sales support and administrative details to assist Advisors and Managers. This requires analytical and administrative support of a non-routine, non-repetitive nature.  Assignments generally involve work of a confidential nature and require knowledge of the practices and procedures of the function, institution products, policies and programs. Assignments may be found in various functional areas of the company such as finance, marketing, compliance and operations. Assignments typically use software packages for word processing, spreadsheets, presentation, desktop publishing applications, third party information and research, custodian systems, client resource management and portfolio management databases.

Responsibilities:

  • Work directly with clients to effectively manage their needs and preferences
  • Communicate via telephone and email to address customer issues
  • Obtain and process all client information and transactions
  • Answer client questions or concerns in a timely, informative, and professional manner
  • Calmly handle customer complaints and work to find solutions
  • Seek assistance and report major problems to upper management
  • Create new accounts and maintain client portfolios
  • Compile and update necessary documents, contracts, etc.
  • Ensure compliance with necessary specifications and regulations
  • Coordinate initial meetings
  • Develop and foster growth within existing clientele
  • Work with and report progress to Director of Client Services
  • Perform basic administrative and clerical duties as necessary
  • Assist with and contribute to marketing and advertising initiatives
  • Exhibit expert knowledge regarding the products and services offered
  • Work according to set standards and operating procedures

Qualifications:

  • 2+ years experience as a client service associate
  • Highly computer literate and proficient in Microsoft Suite
  • Strong organizational skills
  • Highly detail-oriented
  • Excellent oral and written communication skills
  • Comfortable working with teams and independently
  • Adept problem solver

This is a full-time position with salary and benefits. You can email your resume and/or questions to info@mpmwealth.com