We are seeking a dedicated and detail-oriented Client Service Associate to join our Private Client team. This role is pivotal in ensuring exceptional service to our clients by managing all aspects of account onboarding, asset transfers, and daily cash needs. The CSA will work closely with client advisors and portfolio managers to deliver top-notch client services and reporting. This position requires a proactive and collaborative approach to support our clients and team effectively.

JOB DESCRIPTION

Key Responsibilities:

Providing proactive and highly responsive service to clients and actively and positively support and collaborate with colleagues.
Assist with onboarding, asset transfer, and money movement and manage and service client accounts within Fidelity Wealthscape.
Support client advisors in their efforts to exceed client expectations.
Act as a liaison between clients, custodian and portfolio managers, advisors and other third-party client advisors as needed (e.g., CPAs, auditors, title companies, etc.).
Assist with the preparation of investment reports and interim performance reports utilizing Tamarac reporting system.
Input and update client information in multiple systems to ensure the accuracy of client data. This includes Practifi CRM, Tamarac Reporting and Fidelity Wealthscape.
Perform other duties as needed.

Skills / Other Personal Attributes Required:

Exemplary customer service skills, characterized by patience, attentiveness, clear communication, positivity, empathy, composure under pressure, and a solutions-oriented approach.
Demonstrate initiative, creativity, good judgment, maturity, and poise with a steady, no drama, forward moving, collaborative approach.
Dedication to professionalism, confidentiality, and ethical behavior.
Professional communication skills (both verbal and written), organizational skills, and attention to detail.
Ability to produce high-quality work in an environment committed to excellence.
Exceptional time management, multitasking, and follow-through abilities.
Ability to quickly master client-service systems is essential.

Work Experience / Knowledge:

3 - 5 years’ experience in a professional services office setting.
Relevant experience in Investment/Wealth Management, Financial Services or Customer Service is preferred.
Bachelor’s degree in business administration, Finance, Business Systems, or another related field preferred. Equivalent experience may be considered in lieu of a degree.

With over 50 years of experience and more than $3.5 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.

Goelzer Investment Management, one of Indiana’s largest registered investment advisory firms, is proud to announce that it was named again as one of the Best Places to Work in Indiana, an annual program created by the Indiana Chamber of Commerce. This is the ninth time in ten years that Goelzer has been selected for this prestigious recognition. Read more about this award in our Best Place to Work in Indiana press release.

Our Core Values:

Integrity: Difficult right over the easy wrong.
Thoughtfulness: Thoughtful approach in all we do.
Positivity: Striving to provide positive outcomes and an awesome client experience.
Focus: We focus on what matters to you.
Growth: Individual growth and team success.

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Employee Value Proposition

Professional Growth | Financial Security | Social Impact | Emotional Wellbeing | Physical Health

At Goelzer, we believe in enriching the lives of our clients, colleagues, and community, through an inclusive, respectful work environment, where outstanding contributions are rewarded, community impact is encouraged, and work-life balance is supported.

Professional Growth

Challenging & rewarding career paths that map the opportunity to advance to leadership positions. Every team member collaborates on their individual and professional growth, including program assistance to pursue degrees and professional designations.

Financial Security

Competitive base salary, meaningful incentives and uncapped earning potential to reward hard work. Culture of ownership through Employee Stock Ownership Plan (ESOP) in addition to 401(k) benefits. Financial planning and investment management assistance at your disposal.

Physical Health

Medical, Dental, Vision benefits. Life insurance. Employer paid long-term disability benefits. Health Savings Account with annual company contribution. Health Reimbursement Account to help during major health costs.

Emotional Wellbeing

Flexible, professional work environment with remote work oportunities. Adjustable work hours to accommodate childcare and family events. Access to quality time off with nine paid holidays on the New York Stock Exchange schedule. Employee assistance programs to help you bring your best-self to work.

Social Impact

Two paid Community Engagement Days per year to give back. Encouraged to get involved with community organizations by participating on boards and committees. Annual United Way charitable campaign. Regular employee engagement opportunities including DEI activities.