The Client Relationship Associate is a highly visible member of the Harvest Wealth Management team who works closely with the Financial Advisor/Partner and Client Relationship Manager to deliver extraordinary client concierge services. The ideal candidate for this position will be professional, caring, organized, and genuinely interested in making other people feel special.
Responsibilities & Activities
Deliver concierge services to clients:
➢ Distribute Bruins, Celtics & Red Sox tickets
➢ Coordinate gifts and cards for birthdays, wedding, and client anniversaries
➢ Assist with Random acts of kindness (RAKs)
➢ Coordinate annual Pie in the Sky giveaway
➢ Assist with client events including webinars, advisory board, and live events.
Manage regular client communication tasks:
➢ Send monthly market updates
➢ Send quarterly consolidated statements
➢ Develop, distribute, and tabulate client satisfaction survey. Use as basis for RAKs.
➢ Coordinate annual letter and holiday card mailing
➢ Maintain client outlook email distribution lists
➢ Update Website (as needed) and LinkedIn (regularly)
Assist with meeting preparation:
➢ Run reports
➢ Update documents
➢ Conduct post meeting tasks
Develop and maintain tracking systems for of all their activities
Confirms adherence to compliance requirements
Split office phone coverage with Client Relationship Manager
Knowledge, Skills & Abilities
➢ High School Diploma or equivalent. College degree preferred.
➢ Strong computer skills, including Microsoft Office 365 and Adobe Acrobat DC
➢ Excellent interpersonal skills, including a positive attitude and a client service orientation
➢ A genuine interest in serving and caring for other people
➢ Excellent organizational and time management skills
➢ A creative mind
➢ An ability to handle multiple tasks and operate in tight deadlines
➢ Previous marketing, advertising, or public relations experience
Part-time, 10-15 hours per week with seasonal adjustments
Hybrid position that combines remote work with periodic office hours