Senior Client Services Associate

• Innovative Work Culture: We encourage fresh ideas and innovative thinking in our daily operations. Join us and contribute to making a significant impact!
• Hybrid Work Opportunities: After successful completion of a training period, you may enjoy the flexibility of hybrid work, demonstrating our trust in your self-motivation and discipline.
• Collaborative Environment: You'll be joining a team that values unity, where every member plays a crucial role in our success.
• Strong Client Relationships: You will provide tremendous value by strengthening the client relationship through the creation and maintenance of financial plans.

• Exceptional attention to detail and organizational skills.
• Energetic and enthusiastic approach to work.
• High integrity, strong work ethic, and respect for confidentiality.
• Strong commitment to exceeding client expectations.
• Flexibility and willingness to support the team in various capacities.
• Proficiency in handling diverse assignments in support of an advisory team and collaborating across the firm.
• Excellent communication skills for building relationships within the firm and with our clients.
• Anticipating the needs of advisors and the team.
• Self-motivated with excellent time management, prioritization skills, and ability to take initiative.
• Poise and maturity, particularly in high-pressure situations.

• Provide technical support to the advisory team
• Efficient Task Management:
  • Provide timely and accurate support to the advisors, which ultimately enhances the client experience and satisfaction.

• Client Meeting Coordination:
  • Stay updated on client meetings, advisor priorities, and project timelines.
  • Prepare agendas and gather necessary documents, such as financial reports, client profiles, and meeting materials, ensuring everything is organized ahead of time.
  • Participate and listen carefully in client and planning meetings and translate the discussions into a strategy for data collection and analysis to help drive financial planning efforts
  • Handle communication with clients, confirming meeting details, sending reminders, and answering any preliminary questions.
  • Continuously stay in relationship with clients and understand their unique circumstances, connections, talents, interests, etc. and anticipate their needs

• Bachelor’s degree is required
• 5 - 10 years in the industry is required
• 5 years as a Client Services Associate (CSA) is required
• Excellent verbal and written communication skills
• Superior relationship management skills
• Strong computer desktop skills are required, (Microsoft Office tools)
• Team player eager to share with and learn from the entire team
• Holding a long-term view, seeing opportunities ahead in the future and excited to take the steps to get there over time
• Strong client advocate who does what they say they will do and follow through - Every. Single. Time.

Salary : $65,000 - $80,000