Financial Planning Coordinator
7 days ago
**About Us**
Alison Wealth Management offers a comprehensive wealth management experience for high-net-worth families. Our holistic approach combines investment, tax, and advisory services to help clients achieve their financial goals.
**Job Summary**
This is a full-time role for a Client Services Associate at Alison Wealth Management. The primary responsibility will be providing exceptional problem-solving and customer service support while offering proactive service and overall firm project management complete with a high level of problem resolution, follow-through, and communication.
**Key Responsibilities**
- Client Interaction: Serve as a point of contact for clients, addressing their inquiries and providing exceptional service to ensure their satisfaction.
- Administrative Support: Assist advisors with scheduling appointments, preparing documents, and managing client records to ensure smooth operations.
- Financial Planning Assistance: Support the advisors by gathering and organizing client financial information, preparing reports, and assisting with the development of financial plans.
- Compliance and Documentation: Ensure all client interactions and transactions are documented accurately and comply with regulatory requirements.
- Tax Preparation: Collect client tax documents and data and enter them into our tax preparation software.
- Team Collaboration: Work closely with other team members to provide comprehensive support and contribute to the overall success of the firm.
**Qualifications**
- Client Services and Customer Support skills
- Strong Communication and Customer Service abilities
- Basic understanding of Finance & Tax
- Ability to multitask and prioritize tasks efficiently
- Attention to detail and problem-solving skills
- Experience in the financial services industry is a plus
- Bachelor's degree in Finance, Business, Economics, or related field
**Salary Range:** $45,000 - $60,000 per year, depending on experience and qualifications.
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