Client Services Associate - Waterworth Wealth Advisors

Full-time, Client Service Associate (CSA)
Requirements
Summary:
Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.
We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.
This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations. If you are energetic, collaborative, client-focused, and have a heart to serve others, Waterworth Wealth Advisors is your place.
Critical Outcomes and Responsibilities:
Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives
Deepen client relationships through proactive, regular client interaction, including appointment scheduling and correspondence:
answer all incoming calls and make positive client impressions on behalf of the firm
Assist in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, and post-meeting documentation
Process, submit, and service all account paperwork/requests;
follow through to completion utilizing paperless procedures
Deposit checks received and maintain the check blotter in adherence to compliance guidelines
Maintain CRM database;
define and ensure adherence to appropriate client service models
Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
Manage multiple and competing priorities daily in pursuit of business objectives
Support client communications and social media marketing
Qualifications, Skills, and Behavioral Requirements:
Bachelor's Degree along with a minimum of 3 years executive administrative experience;
financial services industry experience a plus
Strong written and verbal communication skills
Ability to pay close attention to detail, ensure accuracy and completeness of work
Proficient with CRM Systems as well as Outlook, Microsoft Word, Excel, and PowerPoint
Basic knowledge of financial principles, retirement products, or financial planning
Proven ability to manage advanced, confidential, administrative duties
Outstanding organizational skills and excellent follow-through
Capable of acting as a self-starter with an excellent ability to multi-task and prioritize
Effective without direct management and a structured environment, but able to follow procedures and regulatory requirements
Prefers a systematic approach to decision making but is capable of timely responses
Prefers to be accommodating to the needs of clients and co-workers but able to take a personal position that is different from the groups' position when necessary
Federal, State, and local background checks are required. Credit Check required
Interested parties should email their resume as well as a letter of interest to (url removed).
We will start interviewing immediately, and we will accept resumes until we have the right person on board.
Benefits
A collaborative team environment with competitive pay and an opportunity for team bonuses
Growth opportunity (education/experience/exposure to high level investing and financial matters)
Direct communication/access to the principle of the firm
PTO and Holidays
Discounted gym rates
Health benefits
Birthday and Team Celebrations