CLIENT SERVICE ASSISTANT

Company Overview

Kuhns Wealth is a team focused on professionalizing the financial planning and wealth building process. We specialize in helping individuals and families, technology professionals and government contractors navigate unique financial challenges. Our mission is to provide trusted guidance and actionable strategies, free of inherent conflicts of interests, to help clients pursue their version of financial success.

Job Summary

The Client Service Assistant is a critical support role responsible for maintaining client files, preparing reports, facilitating client communications, scheduling meetings, and resolving client service inquiries. This position is an entry to mid-level administrative task-oriented role that supports our advisory team's client management efforts.

What are we looking for?

We want strong collaborators who can deliver world-class client experiences. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Key Responsibilities:

• Manage and maintain organized physical and electronic client files and records with clarity and precision.
• Prepare and distribute comprehensive client reports, including performance and financial documents
• Facilitate client communications to obtain and provide updated information
• Schedule meetings and appointments for advisers and clients
• Troubleshoot and resolve client service-related issues and inquiries
• Provide administrative support to the advisory team
• Maintain up-to-date knowledge of client information and account statuses.
• Maintain up-to-date knowledge on relevant technology platforms.
• Communicate and cooperate with other Client Service Assistants/Associates and CERTIFIED FINANCIAL PLANNERSTM

Minimum Qualifications:

• Demonstrated commitment to delivering exceptional client service
• Undergraduate degree
• 1-3 years of experience in client service or administrative roles, preferably in financial services
• Exceptional and demonstrable organizational and time management skills
• A demonstrable commitment to outstanding client service
• Strong verbal and written communication abilities
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint)
• Ability to maintain strict confidentiality with sensitive client information

Preferred Qualifications:

• Bachelor’s degree; preferably in business, accounting, or finance
• Previous experience in financial services

Compensation:

• Annual Salary Range: $53,025 - $66,838
• Medical, Dental and Retirement Benefits.
• Some evening hours once or twice per month.
• Professional development opportunities

How to Apply:

Interested candidates should apply within LinkedIn.

Kuhns Wealth is an equal opportunity employee and are committed to creating an inclusive environment for all employees.