Client Service Associate - Wealth Management
Posted 3 days ago
Description
We are seeking a motivated and detail-oriented Client Service Associate to join our team. This role is integral in supporting our wealth advisors and ensuring a seamless experience for our valued clients. The ideal candidate will have strong organizational skills, a customer-centric mindset, and experience in the financial planning industry.
Responsibilities
1. Assist with investment research and comparative analysis to support wealth advisors in making informed decisions.
2. Perform data entry in financial planning software to ensure accurate record-keeping and analysis.
3. Analyze client documents to support financial planning and strategy development.
4. Assist clients with technical issues related to financial planning software and online account access.
5. Serve as the primary point of contact for client inquiries, ensuring prompt and professional responses.
6. Assist wealth advisors with client account management, including account setup, maintenance, and documentation.
7. Prepare and process client paperwork, ensuring accuracy and compliance with industry regulations.
Qualifications
1. High level of personal responsibility and ability to work independently in a remote setting.
2. Enhanced communication skills to effectively bridge the remote work gap and maintain strong client and team relationships.
3. Bachelor’s degree (required) in finance, business administration, or a related field (preferred).
4. 1-3 years of experience in a financial services role.
5. Strong communication and interpersonal skills with a client-first attitude.
6. High attention to detail and excellent organizational skills.
7. Proficiency in Microsoft Office Suite and experience with CRM software is a plus.
8. Familiarity with basic financial planning concepts and investment products.
Compensation
$50,000 - $65,000 yearly
About Elevation Wealth Partners
Elevation Wealth Partners is a growing financial planning firm dedicated to helping individuals and families achieve their financial goals. We specialize in helping clients manage inheritances, providing expert guidance to ensure their financial future is secure. We pride ourselves on delivering personalized, high-quality financial advice and exceptional client service. Our team is committed to integrity, professionalism, and excellence in everything we do. Community involvement is a cornerstone of our values, and we take pride in actively supporting and engaging with the communities we serve.
Benefits:
* Retirement plan with company match
* Health Insurance
* Competitive salary and benefits package.
* Opportunities for professional development and growth within the firm.
* A supportive and collaborative work environment.
* The chance to work with a dynamic team that values client relationships and professional excellence.
* Fully remote position with flexible work arrangements.
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