Wealth Management Client Services Associate Level II

Advanced Wealth Services’ next Wealth Management Client Services Associate Level II (CSA) will exemplify sophistication, professionalism, and polish in every interaction with our high-net-worth clients. The ideal candidate is an engaging and proactive relationship-builder who provides exceptional customer service and consistently goes above and beyond to ensure an unparalleled client experience. We seek a detail-oriented professional with a natural ability to build trust, retain clients, and deliver personalized, high-touch service. Those with a strong understanding of social media will have unique opportunities to collaborate with our internal team on Facebook event planning and other digital initiatives, a highly valued skill in this role.

We seek an exceptional communicator (both verbal and written) with solid administrative experience who is looking for an exciting growth opportunity at a professional firm. Our next CSA is a go-getter, someone who thrives on making personal and professional connections and who embraces a bustling professional environment. Our ideal candidate relishes in the hustle and possesses a natural affinity for a fast-paced office setting - maintaining a cheerful demeanor even under pressure. Crucially, ideal candidates have the resilience to handle constructive feedback gracefully and adapt quickly to exceed expectations. In this role you’ll tackle challenges with gusto, tirelessly seeking solutions and striving for excellence with an infectious enthusiasm. If you thrive in a client-focused environment and seek growth at a dynamic professional firm, we encourage you to apply!

Hours: Agreed to keep basic of 40 hrs M-F with flexible scheduling based on team availability

Job Duties and Responsibilities:

• Build and nurture lasting relationships with clients, ensuring retention through proactive service and attention to detail.
• Deliver polished and professional communication across all touchpoints, exceeding expectations with every interaction.
• Identify opportunities to enhance the client experience, maintaining a meticulous focus on details and personalized service.
• Responds to and resolves administrative inquiries and questions.
• Processes all documents for clients including opening new accounts, closing accounts, and transferring.
• Monitors new account openings and associated data entry.
• Maintains client files and paperwork.
• Schedules meetings and records meeting minutes.
• Assists with service meetings by reviewing compliance needs and pre-scheduling appointments.
• Answers and transfers phone calls, screening when necessary.
• Prepares and executes marketing efforts.
• Plans events, volunteer efforts, social media management.
• Provides administrative support for all staff.
• Maintains a system for recording credit card records.
• Coordinates travel and appointments for staff as requested.
• Assists with client meeting preparation and follow-up.
• Processes client requests.
• Submit monthly compliance reports to broker-dealer and RIA.
• Maintains firm compliance regulations.
• Maintains office space to the firm’s standards and coordinates with the manager of supplies needed.
• Performs other related duties and responsibilities as assigned.

Competencies:

• Communication skills
• Interpersonal and Customer Service skills with one year of experience.
• Time management skills
• Organizational skills
• Administrative skills

Compensation & Benefits:

• Range of $53,000-$60,000 base commensurate with experience and up to 12% bonus annually for individual incentives.
• The Company reserves the right to provide additional bonus compensation as deemed appropriate.
• Benefits include a 401(k) plan with a 3% match, group life insurance, short-term disability insurance, and paternal leave.
• Employees have the option to enroll in a legal plan and long-term disability insurance at their own expense.
• Healthcare, vision, and dental expenses are covered up to 50% for individuals, with a maximum of $250 per month, and up to 25% for families, with a maximum of $500 per month.

Essential Functions of the Job. In the course of performing this work, an employee must be able to:

• Engage in logical reasoning, interpreting and responding.
• Adjust conversation style to accommodate diverse audiences.
• Lift up to 20 lbs. periodically.
• Use computers, keyboards, phones, and other office equipment effectively to perform job duties.
• Communicate effectively verbally and in writing with colleagues, clients, and other stakeholders in person, on the phone, via video conference software, and via chat and email.
• Read and understand written documents, emails, reports, and instructions relevant to job responsibilities.
• Sit for prolonged periods looking at computer screens reading and interpreting data and creating/modifying financial information and other data.
• Organize tasks, manage time efficiently, and prioritize workload to meet deadlines.
• Move within the office environment and adjust to different workstations, along with the ability to maintain proper ergonomic posture while performing tasks.
• Attend meetings, events, or conferences, which might involve some travel and extended periods of standing or sitting.

Pre-Employment Requirements: All offers of employment at Advanced Wealth Strategies are contingent upon clear results of a thorough background check. Background checks will be conducted on all final candidates and on all employees who are promoted, as deemed necessary.

We are proud to be an equal opportunity workplace and are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Job Type: Full-time

Pay: $53,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Compensation Package:

• Yearly bonus

Schedule:

• Monday to Friday

Application Question(s):

• If selected as a finalist, Advanced Wealth Services will request your authorization to run a background check as a part of our hiring and selection process. Please confirm you'd be willing to consent to this standard process.

Education:

• High school or equivalent (Required)

Experience:

• administrative/professional role within an office setting: 2 years (Required)
• providing exceptional customer service: 2 years (Required)
• * Understanding of essential financial principles: 2 years (Required)
• managing client relationships in a professional setting: 2 years (Required)
• Marketing: 1 year (Preferred)
• financial systems such as RedTail, LPL: 1 year (Preferred)

Ability to Commute:

• Ann Arbor, MI 48108 (Required)

Work Location: In person

Salary : $53,000 - $60,000