Client Service Associate

Sage Financial Group is looking for a passionate, detail-oriented professional to join our team as a Client Service Associate (CSA).

The Client Service Associate will work closely with one of the firm’s wealth management teams that include two Executive and one Senior Wealth Manager. The position will provide administrative support that helps the team stay ahead of clients’ needs and deliver exceptional client service.

Primary Responsibilities

  • Collect updated client information ahead of meetings and as directed
  • Assist with client communications
  • Maintain CRM inputs and tracking
  • Track transfer of assets for new and existing clients
  • Download and upload materials for/from clients and their outside professionals
  • Assist with the creation of prospective client proposals
  • Basic research utilizing Morningstar and other tools
  • Coordinate investment risk tolerance surveys with prospective clients
  • Prepare ad hoc custom spreadsheets (e.g., budget tracking, cash flow management)
  • Assist with education funding logistics, RMD & QCD tracking, maintaining accurate beneficiary information, etc.
  • Be accountable for team projects, track progress, and routinely present status updates
  • Assist with 1099 distribution and conveying realized gain/loss detail to tax preparers
  • Ad hoc tracking tasks related to routine trading activities for clients
  • Cash balance checks and other ad hoc cash management projects for clients

Required Experience and Knowledge

  • 3+ years of professional experience preferred
  • Precise and efficient; detail-oriented with a strong work ethic
  • High level of comfort with technology
  • Strong organizational and time-management skills
  • High ethical standards
  • Robust interpersonal, communication, and listening skills
  • Intellectual curiosity and a growth mindset
  • Proficient in Microsoft Office, particularly Excel, customer relationship management software, and other technologies
  • Self-motivated, with problem-solving abilities
  • Team player

 

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