We’re hiring! As Orla prepares for maternity leave (and we couldn’t be happier for her), we’re looking for a Client Service Associate to join the team on a maternity leave contract. This is a great opportunity for someone who is detail-oriented, organized, and enjoys working closely with clients in a fast-paced, team-focused environment. You’ll play a key role in supporting client relationships, coordinating account administration, and helping ensure everything runs smoothly.
If you’re someone who takes pride in delivering a high level of service and wants to be part of a collaborative, client-focused team, we’d love to connect.
Client Service Associate
About The Andrews Group
Since 1987, Mike Andrews has had client service at the front of his mind. Mike’s goal then, and The Andrews Group’s goal today, is to have a significant, positive impact beyond just money in the lives of our clients; to help you have a genuine sense of freedom and security to do the things they want to do.
From a single individual to a thriving, multi-faceted team, The Andrews Group has succeeded based on our desire to consistently innovate, be different and be a leader in the industry, while always providing exemplary advice and client service. We want to make a difference in our client’s lives, freeing their time through our wealth planning services to allow them to do what they enjoy. We are always looking ahead so that our clients can enjoy the present and be prepared for the future.
Why This Role?
This role is the “heartbeat” of the organization and at its core it is the primary passion of the founding advisor. Developing deep human connections requires caring, empathy, curiosity, compassion, and trust. This role embodies of the heart and soul of the organization and offers the team member an opportunity to see and feel firsthand the impact we have in a client’s life.
Key responsibilities include:
- Client Relations – Dedication to excellent client interaction combined with sincere appreciation for fostering trust and confidence. Includes proactive client service calls and celebratory life events calls such as birthdays, anniversaries and welcoming of new family members. Understanding the client, their family values and priorities on a very personal level.
- Marketing – The role also offers the opportunity to assist with our firm’s digital branding and client marketing/education initiatives. This important strategy and other initiatives will be leveraged using social media and other relevant platforms to reflect our beliefs and values. Coordinating the development and management of social media (including website) platforms.
- Client Communication and Services – Scheduling of appointments and coordination of client events. Awareness of communication around business development opportunities while communicating with clients.
Attributes of the Ideal Candidate
- Demonstrates professionalism through attire, communication, and discretion.
- Relationship-oriented with strong organizational and analytical skills.
- Respects and values the diversity of community and individuals.
- Displays an assertive and forthright style complemented by a welcoming, inclusive and caring disposition.
The Andrews Group promotes, encourages, and financially supports personal and professional growth. This role offers the opportunity to showcase both your interpersonal skills as well as technical and client relations.
Knowledge and Skills
- Exceptionally strong interpersonal communication skills
- Genuine caring and empathy for people
- Proficient with firm’s and The Andrews Group’s software including:
- Salesforce/Navigator
- Box
- Microsoft Office tools. Word, Excel, PowerPoint, Adobe, Outlook, Publisher
- Able to manage multiple projects simultaneously effectively and accurately
- Strong problem-solving skills
- Excellent written communication skills
- Strong time management skills, accurate, efficient work, and ability to meet deadlines
- Social media platforms knowledge
- Receptive to and appreciative of constructive growth feedback
Expectations
- To have a positive, memorable impact on our clients through your own natural interpersonal skills and by resonating with The Andrews Group beliefs, purpose, commitment, and values (attached)
- To have the passion and desire to build this role into a challenging rewarding, career that allows you to accomplish your goals and fulfill your expectations
The Andrews Group Offers its Employees
- Opportunities for learning, training, and professional development
- A comprehensive compensation package including health and dental benefits
- A culture that is engaging, supportive and dynamic