*Who We Are:*
Our purpose in life at DAE Capital Advisors is to advance and protect our clients' hard-earned wealth and provide them with the best financial planning services that the world has ever seen or ever will see.
We will be fiercely loyal to our clients and will do everything within our power to see that they succeed financially.
Our team's collective ambitions are a reflection of our work and purpose with a focus on four fundamental values:
· Honesty and Integrity
· Knowledge and Expertise
· Respect and Values
· Dependable and Trustworthy
We are always seeking the brightest and the best to join our team.
*Who You Are*:
You have a problem-solving mindset with a passion for customer service.
The *Client Success Associate *will interact with the company’s clients by addressing inquiries and resolving issues.
This role will greet, assist, and provide direction and information to clients, visitors, and other guests.
This individual can efficiently follow processes, think critically, and problem-solve.
*What You'll Do*:
Follow automation and workflows built within the CRM to ensure accurate tasks are completed promptly and data is stored for compliance and research purposes.
Update CRM, trading software, and custodial platforms to ensure client data points are consistent and up to date.
Communicate with Advisors regarding meeting prep for prospects, clients, and plan/401k participants.
Perform new client onboarding, including drafting welcome letters and updating the CRM and other client systems.
Participate in training and information-sharing meetings scheduled for the operations team.
Plan and execute all firm client events.
Manage, collect, and maintain email marketing records required to track, review, and modify the performance of marketing initiatives within MailChimp.
Manage Advisor calendars and schedule appointments.
Maintain inventory of office and kitchen supplies; order new supplies as needed.
Sort incoming mail and deliver it to the appropriate department or individual; process outgoing mail.
Answer phones, direct calls to appropriate individuals, and prepare messages.
Complete ad hoc client requests and answer Advisor questions in person, by email, or by phone.
*What We’re Looking for in a Candidate:*
Bachelor’s degree specializing in Accounting/Finance or equivalent work experience
Seven-plus years of office/ customer service experience
Three-plus years of financial experience in a professional setting is preferred
Experience with CRM(Redtail), trading software, and portfolio accounting software preferred
Attention to detail and accuracy while balancing multiple tasks and projects
Self-motivated, diligent, hard-working, accountable, positive attitude
*What We Offer:*
Competitive Salary
Generous PTO policy
Benefit Stipend
Hybrid options, but mostly in the office
If you're looking for a role that will allow you to make an immediate and future impact while joining a team of passionate professionals, we would love to meet you and talk with you about our growing company - Apply Today!
_DAE Capital Advisors is an equal-opportunity employer.
_
Job Type: Full-time
Pay: From $50,000.
00 per year
Benefits:
* 401(k)
* 401(k) matching
* Paid time off
Compensation package:
* Bonus opportunities
Schedule:
* Monday to Friday
Ability to Relocate:
* Byron Center, MI 49315: Relocate before starting work (Required)
Work Location: In person
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