The Client Relations Associate position provides support for the three professionals of the Family Office (the “Office”).
This position reports to the Certified Financial Planner with a direct line to the Executive Director of the Office.
Your Story.
The Client Relations Associate position provides support for the three professionals of the Family Office (the “Office”).
This position reports to the Certified Financial Planner with a direct line to the Executive Director of the Office.
Your Passion.
Our Culture.
At Sargento, you work for a company you believe in, with a family of people who believe in you.
Our culture stems from a simple premise: Hire good people and treat them like family.
At Sargento, you can make decisions based on how they affect people as well as the long-term health of our company.
You will be encouraged to make a meaningful difference in the community, in the company and in your career.
With diverse experiences and tools to learn and develop, you can transform your aspirations into reality.
If you’re ready for the right place to belong and grow your career, you can find it here.
What You Do.
Deliver superior client service and support to high net worth individuals and families.
Interact directly with clients and act as a liaison to answer client questions.
Gather, organize and maintain files, records and data on multiple software systems.
Populate communication portal and shared drive for document management and client communication.
Prepare materials for presentations and meetings to include creating PowerPoint presentations, recording notes, preparing summaries and managing post-meeting action items including inquiry resolution.
Respond to both routine and ad hoc requests for reports and spreadsheets.
Communicate information to external professionals (i.
e.
attorneys, accountants, investment advisors, consultants).
Conduct research related to wealth solutions and strategies.
Interpret and synthesize information from multiple sources.
Perform administrative duties that support the Family Office professionals in daily business practices including, but not limited to, telephone coverage, coordination of client meetings, file, and calendar maintenance.
Your Education and Experience.
A Bachelor of Science degree in Finance or Accounting
3+ years of support in an investment brokerage or financial setting preferred
Experience with high-income/net worth individuals and families preferred
MoneyGuide Pro and Addepar experience preferred
Your Qualifications
Be self-motivated and work independently with limited supervision
Exhibit excellent writing and listening skills
Demonstrate strong problem-solving abilities
Show strong attention to detail and accuracy
Possess effective prioritizing skills and a high level of organization
Display the ability to follow directions and complete assigned tasks
Benefits that set us apart.
Comprehensive medical including Fertility, Adoption benefits, Dental, and Vision Insurance
Flexible Work Week
Hybrid work schedule – Onsite Monday– Thursday with the option to work remotely on Friday
Onsite Health & Wellness Center
Employer 401K contribution in the top 1% of the nation
Relocation Assistance
Tuition Assistance
Access to Employee Store
Our Story.
With over 2,400+ employees and net sales of $1.
8 billion, Sargento Foods is a family-owned company that has been a leader in cheese for more than 70 years.
We created the world’s first, successful pre-packaged sliced and shredded natural cheeses.
Sargento is based in Plymouth, Wisconsin, where we manufacture and market shredded, sliced and snack natural cheese products, as well as ingredients and sauces.
Sargento is known for the exceptional quality of our products and for product design, packaging and merchandising innovations that have transformed our industry.
To learn more about our culture and values, please visit our website at https://careers.
sargento.
com/us/en
#LI-KJ1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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