Client Service Advisor- Investment Consulting Services
1 month ago
Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen
At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.
But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.
We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success
The Client Service Advisor supports the Lead Advisors in all aspects of managing client relationships. This includes but is not limited to anticipating client needs, portfolio construction, plan preparation, providing operational assistance and collaborating with other team members to seamlessly serve and advise clients
Client Service Advisors should expect to work with the advisory team to perform the following:
- Understand a client’s financial situation including their unique goals, time horizon and risk tolerance
- Using E-Money, work with lead advisor to prepare comprehensive financial plans. Be able to articulate the planning process, relevant strategies, data inputs, and software outputs; introduce both internal and external resources as necessary
- Effectively articulate our investment philosophy and investment process
- Coordinate and collaborate on the systematic preparation of investment recommendations, rebalancing, implementation and reporting on client portfolios
- Pro-actively schedule pre-meetings and coordinate the preparation of meeting materials
- Coordinate the preparation of individual tax returns and quarterly estimates; demonstrate proficiency in general tax concepts; proactively explore opportunities and make recommendations for tax planning
- Onboard new clients in collaboration with operations, portfolio, and planning teams
- Support operations, marketing and client service, as needed and/or requested
- Review performance data for accuracy; understand details and concepts within the report
- Following client meetings, own inputting meeting notes into CRM to ensure appropriate follow-up.
- Maintain CRM data and review for Assist lead advisors in proactively communicating with clients, keep team informed of changes to a client’s situation, needs, or requests
- Actively participate in team meetings and collaborate with other advisors and teams on best practices, goals, and initiatives for the practice
- Assist with all clients as needed and/or requested
- Understand exposure to risk, adhere to firm polices, and work with compliance/COO as necessary
- Seek ongoing professional development opportunities to enhance technical, interpersonal and business development skills. This may include, but is not limited to attending seminars, internal and external conferences, networking events and participating in webinars and conference calls
- Bachelor’s degree, preferably in finance, economics, accounting or business
- 2+ years of experience, preferably in the wealth management industry
- General understanding of tax, estate, and financial planning concepts
- Desire to pursue (or already earned) a professional designation (CFP®, CPWA®, CIMA® preferred)
- Team player; advanced problem-solving skills; well organized and a strong attention to detail; excellent attitude and client service oriented
- Ability to think openly about how to solve problems and adapt to new situations
Applicants must be currently authorized to work in the United States on a full-time basis.
Andersen Tax welcomes and encourages workforce diversity. We are an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex/gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state or local laws or regulations. All qualified individuals, including those with criminal histories, will be considered in a manner consistent with the requirements of applicable state and local laws. Additionally, we make every effort to provide reasonable accommodations to qualified individuals with disabilities.
#LI-AH1
-
Mclean, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...
-
McLean, United States Andersen Full timeThe Firm: Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...
-
McLean, United States Andersen Full timeThe Firm: Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we dont just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. Youll embark...
-
Client Service Associate
1 month ago
McLean, United States Signature Estate & Investment Advisors, LLC Full timeJob DescriptionJob DescriptionJOB TITLE: Client Service AssociateEMPLOYER: Signature Estate and Investment Advisors IncDEPARTMENT: Advisory Team- VirginiaREPORTS TO: Lead Advisor EFFECTIVE DATE: 5/16/2024 SUMMARY: This position supports the lead advisor with account management and client service needs. As a member of an advisory team, each member works...
-
Client Service Associate
3 weeks ago
McLean, United States Concentric Private Wealth Full time**About the Client Service Associate position**: Concentric Private Wealth®, founded by Katherine Liola, CFP® and CEO, is an independent, fee-based, comprehensive wealth management firm with a focus on behavioral advice. Our mission is to transform the way people think and act about money, lifestyle, and mindset by centering on our clients’ values and...
-
Client Service Associate
1 month ago
McLean, United States JTB INTERNATIONAL INC Full timeJob DescriptionJob DescriptionGlobal Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe. Our team members, apply their extensive client service experience and deep knowledge of investment management to meet the complex financial planning needs of expatriate Americans,...
-
Client Service Associate
1 month ago
McLean, United States JTB INTERNATIONAL INC Full timeJob DescriptionJob DescriptionBenefits:401(k)Company partiesCompetitive salaryFree food & snacksHealth insuranceHome office stipendPaid time offProfit sharingTraining & developmentTuition assistanceWellness resources Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the...
-
Client Service Associate
1 month ago
McLean, United States JTB INTERNATIONAL INC Full timeJob DescriptionJob DescriptionBenefits:401(k)Company partiesCompetitive salaryFree food & snacksHealth insuranceHome office stipendPaid time offProfit sharingTraining & developmentTuition assistanceWellness resources Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the...
-
Client Services Associate
4 weeks ago
McLean, United States Cassaday & Company Full time*** As a member of Cassaday & Company, a top wealth management firm in the country and Virginia’s #1 financial advisor, you will join our team as a member of the Client Services Department. This position supports the firm by developing relationships with firm clients and helping them maximize the value they're getting from the company’s...
-
Client Services Manager
4 weeks ago
McLean, United States Cassaday & Company Full time*** As a member of Cassaday & Company, a top wealth management firm in the country and Virginia’s #1 financial advisor, you will support the firm by managing the Client Services team, developing and maintaining relationships with firm clients, and helping them maximize the value they’re getting from our services. The Client Services Manager will report...
-
Senior Tax Associate
1 month ago
McLean, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...
-
Senior Tax Associate
1 month ago
Mclean, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...
-
Senior Tax Associate
1 month ago
McLean, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...
-
Valuation & Investment Banking Analyst
1 month ago
McLean, United States Matheson Financial Advisors, Inc. Full timeJob DescriptionJob DescriptionMatheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 19-year history of providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic advisory services. Our focus is the Architectural, Engineering,...
-
Valuation & Investment Banking Analyst
4 weeks ago
McLean, United States Matheson Financial Advisors, Inc. Full timeJob DescriptionJob DescriptionMatheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 19-year history of providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic advisory services. Our focus is the Architectural, Engineering,...
-
Senior Tax Associate – Private Client Services
1 month ago
McLean, United States Andersen Full timeUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a...
-
Valuation Investment Banking Analyst
4 weeks ago
McLean, United States Matheson Financial Advisors Full timeJob Description Job Description Matheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 19-year history of providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic advisory services. Our focus is the Architectural, Engineering,...
-
Service Advisor
3 weeks ago
McLean, United States Cartier Full timeReference Code: 100877**Service Advisor - Tysons**: - Mclean, VA, US- PermanentThe story of Cartier is founded on audacity and passion. For more than 170 years we have embraced a bold, pioneering spirit that continues to inspire our teams across all Métiers from our boutiques to our workshops and corporate offices. Our 9000+ colleagues of 105 nationalities...
-
Client Advisor
4 weeks ago
Mclean, United States Richemont Full timeAt Panerai Americas, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...
-
Client Advisor
1 month ago
McLean, United States Richemont Full timeAt Panerai Americas, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...
