Client Service Associate
4 days ago
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
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 types of 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 contract, 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.
- Perform other duties as and when needed.
- 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).
- Numerical accuracy and attention to detail (required).
- Ability to prioritize tasks and work in a team
- Desire to learn, be resourceful, and think outside the
- Professional appearance and
- 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
- College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience.
- 1-2 years of related industry experience (preferred); experience in financial planning and/or the securities industry (helpful).
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.
Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $53,000 $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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