At Grande Financial Services, when you work with one of us, you work with our entire team. As we grow, we are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to our clients, Financial Advisors and branch associates. This client-facing role is essential to delivering outstanding experience through proactive communication, scheduling, and service coordination. If you are passionate about delivering exceptional client service and thrive in a dynamic team environment, we’d love to hear from you. Apply today – the future is at your fingertips! **Essential Duties and Responsibilities** + Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients + Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion + Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Assist with compliance documentation and recordkeeping + Coordinate mailings and gifting + Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures + Performs other duties and responsibilities as assigned **Knowledge, Skills, and Abilities** **Knowledge of** + Company’s working structure, policies, mission, and strategies + General office practices, procedures, and methods + Basic investment concepts, practices and procedures used in the securities and insurance industry + Financial markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office + AI technology + Effective communication (in-person, virtual, phone and mail) **Ability to** + Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases + Analyze and research account information + Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns + Provide a high level of customer service in a calm and professional manner + Use mathematics sufficient to process account and transaction information + Use appropriate interpersonal styles and communicate effectively + Work both independently and as part of a team + Provide a high level of customer service **Education** + Bachelor’s degree preferred, or equivalent years of related experience