Client Services Associate

Summary: Synergy Wealth Alliance is seeking a highly motivated Client Services Associate to support their advisors and clients while ensuring top-notch service and seamless operations. The role involves handling client account management, organizing data in CRM, and coordinating client meetings and events. Responsibilities: - Handle client account management, paperwork, and daily service requests - Organize and maintain client and vendor data in CRM - Communicate with clients and ensure their requests are processed with care and accuracy - Coordinate events, workshops, and client meetings - Prepare financial summaries, reports, and meeting materials - Collaborate with advisors to track progress, follow up on meetings, and ensure exceptional service - Support office operations, from random acts of kindness to onboarding new team members Required Qualifications: - Attention to detail and a commitment to accuracy - A proactive mindset and strong organizational skills - Exceptional communication and client relationship skills - A willingness to learn and grow in the financial services industry Important Skills: CRM management, Client relationship skills Nice-to-Have Skills: Attention to detail, Organizational skills, Communication skills Benefits: Healthcare, 401k, Quarterly bonus structure