Investment Firm Office Manager

The Position

We seek a friendly, hard-working, and detail-oriented Client Services Representative at Ferguson-Johnson Wealth Management. This role is an integral part of our team serving as an essential link between the advisory team and our clients. Responsibilities will include onboarding new clients, servicing existing clients, handling business administration responsibilities, and providing client outreach and support. This position offers a unique opportunity to join a passionate team where your contributions can directly enhance the client experience and overall firm growth.

This position requires a pro-active approach and ability to independently carry out the duties required. The ideal candidate should exhibit high standards, excellent communication skills, and good judgement. The ability to multi-task and have a high attention to detail is critical in this role.

Ferguson-Johnson Wealth Management is an independent wealth management firm that has been in business for more than 45 years. We operate as a small, close team that work with individuals and families to help them accomplish their financial goals, such as retirement and taking care of loved ones. Many of our clients have been with us for decades and we have been able to witness the tangible effects our work has had on the betterment of their lives. Our clients get to know us very well and we become more to them than just a service they use.

Primary Responsibilities

• · Assist in onboarding new clients by guiding them through our enrollment process.
• · Maintain a high level of service by responding to and resolving client inquiries effectively.
• · Conduct follow-ups to ensure excellent client satisfaction and gather feedback to help improve our processes.
• · Maintain client records across databases and reporting systems.
• · Manage payroll and bookkeeping records through Quickbooks.
• · Provide administrative assistance to advisory team.

Required Qualifications

• · High school diploma or equivalent.
• · Previous experience in a customer service role.
• · Excellent interpersonal, verbal, and written communication skills.
• · Consistently delivering a client-first approach.
• · High attention to detail to ensure error-free preparation of client materials.

Preferred Qualifications

· Bachelor’s Degree

· Experience with investment account paperwork.

· Knowledge of financial services and products.

· Proficiency in Client Relationship Management (CRM) systems, specifically Redtail.

Benefits

· 401(k) Plan with generous matching contributions.

· Paid holidays and paid time-off.

· Medical