The Private Wealth Associate (PWA) is accountable for delivering high quality and efficient service to both internal and external clients. The PWA directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Verdence Capital Advisor's value to clients and prospects, achieves operating/margin targets and fosters a culture of performance and continuous improvement.
Responsibilities
Provides exceptional service to an assigned group of client accounts
Manages client onboarding and provide correct documentation for opening new accounts
Continuously monitors client accounts and service requests
Builds and solidifies relationships with existing clients by providing ongoing customer support
Resolves issues in a manner that's appropriate for both the client and the company
Uses systems, services, and resources to execute work as effectively and efficiently as possible
Leads appropriate resources to address the client's needs
Maintains complete and accurate client and policy data within the Verdence systems
Executes on Administrative tasks, when appropriate. This could include scheduling, handling calls, travel arrangements, expense management, etc
Qualifications
Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or financial management experience
Proficiency and aptitude in utilizing MS Office, custodian platforms and other desktop applications