Associate, Client Service

3 months ago

Midlothian, United States NFP Full time
Who We Are

Wealthspire Advisors is a Fee-Only Fiduciary with 20+ locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer.

Summary: As a Client Service Associate, your primary responsibility is to forge and nurture robust relationships with clients, advisors, and team members across the firm. This dynamic role places you at the forefront of client interaction, addressing a variety of requests such as money movement, account balance inquiries, check re-orders, and charitable giving confirmations, to name a few. You will play a crucial role in managing the flow of client paperwork, ensuring smooth distribution and receipt, while being a reliable point of contact for resolving issues and answering phone calls. Leveraging the power of the CRM application, you will efficiently manage tasks, update client information, and streamline processes, contributing to the overall excellence of client service and support. Your ability to seamlessly blend administrative prowess with personalized client care will be pivotal in delivering an exceptional client experience.

Essential Duties and Responsibilities:

  • Develop and maintain strong relationships with clients, advisors, and other team members across the firm.
  • Interact directly with clients regarding different requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
  • Manage distribution/receipt of clients' paperwork.
  • Answer phone calls, resolve issues, and/or take messages as needed.
  • Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contracts, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
  • Collaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperwork.
  • Prepare client letters/emails as needed.
  • Assist advisors with scheduling client meetings and calendar management.
  • Confirm appointments directly with clients, via email and/or phone.
Knowledge, Skills, and/or Abilities:
  • Numerical accuracy and attention to detail (required).
  • Ability to prioritize tasks and work in a team environment.
  • Desire to learn, be resourceful, and think outside the box.
  • Professional appearance and manner.
  • Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
  • Continuously exhibits personal integrity and professional initiative and a personable attitude.
Education and/or Experience:
  • College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience.
  • Minimum two years of directly related industry experience (preferred); experience in financial planning and/or the securities industry (helpful).
Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
  • Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
  • Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
  • Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.


Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer

NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better together

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.

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