![Crewe Advisors](https://media.trabajo.org/img/noimg.jpg)
Client Service Associate
2 months ago
About the Company:
Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth individuals and families. Our team of seasoned professionals work to achieve our clients’ long-term objectives by addressing all aspects of our clients’ financial affairs including investment management, estate planning, tax planning, wealth transfers, and succession planning.
About the Role:
We are seeking an enthusiastic, collaborative, organized and detail-oriented Client Services Associate to support our Wealth Advisors. Candidates should be motivated to create the best client-facing experience in our industry.
Responsibilities will include (but are not limited to) the following:
- Support advisors by helping prepare for and completing follow-up tasks from client meetings including preparation of financial plans, balance sheets and net worth statements, performance reports, portfolio proposals, and various presentations for client meetings
- Complete paperwork for several processes including client onboarding, private fund entry, and account management
- Assist advisors with the organization and analysis of client information, periodic reporting, preparation of financial plans and responses to client questions
- Assist with tax planning and tax return review tasks
- Provide white-glove customer service to clients on accounts and other various needs
- Any additional tasks as they come up or as the business evolves to support the team
Preferred Qualifications
- 2+ years financial industry experience and/or degree in relevant field
- Series 65 License (or equivalent)
- Experience with CRM software and data management
- Experience with processes and procedures at Charles Schwab and/or Fidelity (Wealthscape) advisor portals
Required Qualifications
- Strong proficiency in Microsoft Office (Outlook, Word, Excel, and PowerPoint)
- Professional communication skills, both written and verbal
- Detail-oriented, accurate, organized and able to set priorities in managing multiple projects
- Ability to thrive in a collaborative team environment
Benefits
- Health Insurance (Medical, Dental, Vision, & Life Plans)
- 401k Plan with Employer Matching
- Flexible Vacation Policy
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