Client Service Associate

2 months ago


Salt Lake City, United States Crewe Advisors Full time
Job DescriptionJob DescriptionSalary:

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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