What are the responsibilities and job description for the Client Services Associate position at Perspective Wealth Advisors?
Perspective Wealth Advisors is a mission-driven, detail-centric, and growth-focused financial planning firm that exists to bring clarity to the complex financial lives of busy and successful individuals. At our firm, Christ is the compass, and we believe wholeheartedly in the call to stewardship of time and resources.
The Client Services Associate will play an integral part in executing that vision by directly supporting the firm's Advisors.
This role will be owning the following:
- Providing a 'white glove' client experience
- Serve as a point of contact for clients addressing inquiries and resolving issues promptly
- Occasionally supporting in client meetings by taking detailed notes and executing tasks to ensure a seamless execution of the financial plan
- Opening/servicing investment accounts
- Conducting/tracking regular touchpoints
- Handle administrative duties such as data entry, filing, and record-keeping
- Executing the Service model
THE IDEAL CSA WILL BE:
- HIGHLY organized, coachable, and detail-oriented
- Passionate about financial planning
- Energized by fostering client relationships and providing excellent service
- Eager to collaborate with a tight-knit team
- Growth-minded with a desire to increase knowledge through continuing education
- Process oriented with a focus on the journey for continuous improvement and service to our clients
Preferred: Bachelor’s Degree
Location: Loveland, Colorado (Centerra) - Full Time/Part Time
Salary: $22-30/hour commensurate with experience bonus opportunity
Full-Time Benefits: Medical, Dental, and Vision Insurance, and 401(k) after 6 months tenure
Salary : $22 - $30