What are the responsibilities and job description for the Client service associate position at Alison Wealth Management?
Company Description
Alison Wealth Management offers a fully integrated tax, investment, and advisory experience for high-net-worth families. Our holistic approach combines tax, investment, and advisory services to help clients make smarter decisions for their wealth.
We provide expertise in investment management, tax optimization, retirement planning, and strategies for managing company equity.
Our team of certified financial planners, tax experts, and wealth managers work together to deliver comprehensive wealth management solutions.
Role Description
This is a full-time role for a Client Services Associate at Alison Wealth Management. This position will primarily be responsible for providing exceptional problem solving and a friendly experience for all clients requesting support while offering proactive service and overall firm project management complete with a high level of problem resolution, follow-through, and communication.
This candidate will enjoy working directly with the firm's clients and advisors by providing excellent customer service and premier financial planning support.
The Client Service Associate position at Alison Wealth Management is the first step on our advisor career path. This entry-level role is designed to provide a solid foundation for a rewarding career in financial advising.
As a Client Service Associate, you will gain valuable experience and develop essential skills that will prepare you for advancement to paraplanner, advisor, lead advisor, and ultimately, practicing partner.
Core Accountabilities :
- Client Interaction : Serve as a point of contact for clients, addressing their inquiries and providing exceptional service to ensure their satisfaction.
- Administrative Support : Assist advisors with scheduling appointments, preparing documents, and managing client records to ensure smooth operations.
- Compliance and Documentation : Ensure all client interactions and transactions are documented accurately and comply with regulatory requirements.
- Tax Preparation : Collect client tax documents and data and enter them into our tax preparation software.
- Team Collaboration : Work closely with other team members to provide comprehensive support and contribute to the overall success of the firm.
Qualifications
- Client Services and Customer Support skills
- Strong Communication and Customer Service abilities
- Basic understanding of Finance & Tax
- Ability to multitask and prioritize tasks efficiently
- Attention to detail and problem-solving skills
- Experience in the financial services industry is a plus
- Bachelor's degree in Finance, Business, Economics, or related field
Last updated : 2024-11-19