Junior Advisor/Client Service Assistant

2 weeks ago

Mill Valley, United States Terra Blue Wealth Management Full time

Are you interested in joining a dynamic financial advisory practice that focuses on value aligned investing? Do you have a curiosity about the B-Corp movement and wish to deepen your knowledge in sustainable finance?


We are Terra Blue Wealth Management, seeking a motivated individual to join us as a Junior Advisor/Client Support member. The ideal candidate will be passionate about sustainable investing and demonstrate eagerness to learn. This is a great opportunity to work closely with our experienced team of Certified Financial Planners as you progress towards becoming a Financial Advisor.
Starting salary is dependent on skill set.


To apply, please send your resume and cover letter to Info@terrabluewm.com.

Summary of responsibilities

We are a B-certified financial advisory practice that focuses on value aligned investing.

We are seeking the right candidate to join our team This position provides customer service support to the advisor’s clients in the day-to-day operations of the firm.  This position is geared towards an individual who is on the track to becoming a Financial Advisor.  The ideal candidate will be passionate about sustainable investing and demonstrate an eagerness to learn.  

 

Principal responsibilities

  • Help Advisor prepare for meetings, including the following:
    • Establish and define the client/advisor relationship
    • Gather data, including goals
    • Analyze and evaluate financial status
    • Develop and present financial planning recommendations and/or alternatives
    • Implement financial planning recommendations
    • Monitor the financial planning recommendations
    • Generate YourStake reports as requested
  • Engage in the B-Hive and B-certification process with our guidance
  • Analyze clients’ income and asset situation, as requested; at least once annually, review and update financial situation
  • Assist Advisors with proactive client communication
  • Comply with all FINRA/SEC/Commonwealth compliance regulations; satisfy continuing education requirements
  • Meet with clients to complete paperwork; ensure all required forms are completed fully and accurately.  Ownership of generation, completion, submission and tracking of all paperwork efficiently.
  • Maintain CRM system to ensure accuracy and maximize effectiveness of data
  • Manage and resolve client service problems
  • Generate reports, such as position statements, for advisor’s meetings with clients.
  • Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisor
  • Provide total office coverage in the absence of other staff members.
  • Conduct research on Yourstake (value aligned investing research), COMMunity Link® or other reporting tools as directed by the advisor.
  • Assist with seminars as directed by the advisor.
  • Provide administrative support, including:
  • Maintain updated client contact records using CRM system.  
  • Follow up on outstanding transactions with Commonwealth (e.g., transfers).
  • Maintain up-to-date organized client files, including copies of all signed applications and forms, according to Commonwealth’s Compliance requirements.
  • Prepare and send outgoing mail.

Required knowledge/skills/competencies

  • BA or BS preferred
  • Three years of experience in the investment/insurance industry; experience working with National Financial Services (NFS) processes and forms a plus
  • Exceptional customer service experience
  • Proficiency with computer programs, including MS Word and Excel, CRM systems
  • Ability to interact with people across all levels of the business
  • Attention to detail
  • Ability to effectively prioritize workload and meet deadlines
  • Sophisticated organizational skills
  • Familiarity with basic value aligned/sustainable investing principles
  • A self-starter who can work independently

 

  • Junior Advisor/Client Service Assistant

    2 weeks ago

    Mill Valley, California, United States Terra Blue Wealth Management Full time

    Are you interested in joining a dynamic financial advisory practice that focuses on value aligned investing? Do you have a curiosity about the B-Corp movement and wish to deepen your knowledge in sustainable finance?We are Terra Blue Wealth Management, seeking a motivated individual to join us as a Junior Advisor/Client Support member. The ideal candidate...

  • Client Specialist

    3 days ago

    Mill Valley, United States Robert W. Baird & Company, Inc. Full time

    Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial A Client Specialist, Financial Advisor, Specialist, Client Service, Client Relations, Business Services,...

  • Client Advisor- City Creek

    2 weeks ago

    West Valley City, United States LVMH Full time

    Poste Our Client Advisor is an ambassador and guide through the Maison of Louis Vuitton. You will strive to discover your clients, delivering the best experience while conveying your passion for the product. With us, every career is a journey, filled with excitement and challenge, desire and daring. Our store located in City Creek, Salt Lake City has an...

  • LEAD CLIENT ADVISOR

    3 weeks ago

    CENTRAL VALLEY, United States GUCCI Full time

    Summary If you are a Dream-maker, this is the place for you. Together, we’ll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. Job Description As a Gucci Lead Client Advisor, you will assist the Store Director, the Associate Store Director and Team Manager in the driving...

  • Financial Advisor

    2 weeks ago

    Fort Mill, United States Bridge Financial Partners, LLC Full time

    Job DescriptionJob DescriptionWe are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.Responsibilities:Advise clients on investment strategies and other financial decisionsAssess clients' assets, liabilities and overall financial...

  • Client Service Associate

    2 weeks ago

    Center Valley, United States Stifel Full time

    Summary Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for...

  • Client Support Representative

    3 days ago

    North Valley, United States Motus Marketing Solutions, Inc Full time

    Job DescriptionJob DescriptionAre you a friendly, outgoing, and people-oriented individual looking to kickstart your career in customer service and client support? We're seeking a dedicated Junior Client Support Representative to join our expanding team and become a vital part of our customer service and client support department. As the Junior Client...

  • Client Advisor

    2 weeks ago

    Central Valley, United States Etro Fashion USA Full time

    Job DescriptionJob DescriptionDescription:The Client Advisor - Key Holder at ETRO represents the Company towards the customer and is responsible for contributing to the Store's sales performance. He/she is a sales professional in the luxury goods sector and applies this professionalism in promoting the corporate image, in being an authority on the ETRO...

  • Client Advisor

    6 days ago

    Central Valley, United States Etro Fashion USA Full time

    Job DescriptionJob DescriptionDescription:The Client Advisor - Key Holder at ETRO represents the Company towards the customer and is responsible for contributing to the Store's sales performance. He/she is a sales professional in the luxury goods sector and applies this professionalism in promoting the corporate image, in being an authority on the ETRO...

  • Associate Financial Advisor

    4 days ago

    Fort Mill, United States Bridge Financial Partners LLC Full time

    Company DescriptionBridge Financial Partners LLC is a full service financial services firm. Our clients include small businesses and individuals.Role DescriptionThis is a full-time role as an Associate Financial Advisor at Bridge Financial Partners LLC located in Fort Mill, SC. The industry success rate for new financial advisors is poor. We believe that...

  • Associate Financial Advisor

    5 days ago

    Fort Mill, United States Bridge Financial Partners LLC Full time

    Company DescriptionBridge Financial Partners LLC is a full service financial services firm. Our clients include small businesses and individuals.Role DescriptionThis is a full-time role as an Associate Financial Advisor at Bridge Financial Partners LLC located in Fort Mill, SC. The industry success rate for new financial advisors is poor. We believe that...

  • Client Advisor

    2 weeks ago

    Central Valley, United States Acne Studios Full time

    Acne Studios is a progressive luxury house and through collaboration and curiosity, we set high aspirations and strive for excellence. We value everyone's contribution and embrace feedback to develop ourselves and others. We aim to minimise our environmental impact across all our operations and to address societal challenges in the way we conduct our...

  • Registered Client Service Associate

    1 week ago

    Hunt Valley, United States Raymond James Financial Services Full time

    **Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • CLIENT ADVISOR, Woodbury Kids

    3 weeks ago

    Central Valley, United States GUCCI Full time

      Summary If you are a Dream-maker, this is the place for you. Together, we’ll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. Job Description   Job Description   Role Mission   The Gucci Client Advisor is responsible for providing our clients with exceptional...

  • CLIENT ADVISOR, Woodbury Commons

    3 weeks ago

    Central Valley, United States GUCCI Full time

    Summary If you are a Dream-maker, this is the place for you. Together, we’ll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. Job Description Role Mission The Gucci Client Advisor is responsible for providing our clients with exceptional service by meeting their...

  • SERVICE ADVISOR

    2 weeks ago

    Sunset Valley, TX 78745, USA, United States AutoNation Full time

    AutoNation - 4800 S IH 35 [Auto Service Technician] As a Service Advisor at AutoNation, you'll: Set, confirm and prepare for appointments with customers so they can have a great service experience; Greet customers in a friendly manner when they arrive; Determine vehicle needs based on customer information and a vehicle walk-around, inspections and test...

  • CLIENT ADVISOR, Woodbury Commons

    3 weeks ago

    Central Valley, United States GUCCI Full time

    Summary If you are a Dream-maker, this is the place for you. Together, we’ll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. Job Description Role Mission The Gucci Client Advisor is responsible for providing our clients with exceptional service by meeting their...

  • Client Service Coordinator

    3 days ago

    Happy Valley, United States Banfield Pet Hospital Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...

  • Client Service Coordinator

    2 days ago

    Happy Valley, United States Banfield Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...

  • Entry Level Assistant- Marketing

    4 days ago

    Mill Valley, United States Clear Concepts Management Full time

    Job DescriptionJob DescriptionWe are a direct marketing and customer acquisition company committed to delivering exceptional products/services to our client's potential customers. We are currently hiring a full-time Marketing Assistant to join our growing team and assist with our expansion efforts in the San Rafael area. As a Marketing Assistant, you...