Take ownership of client inquiries and requests by partnering with internal departments to ensure timely resolution and exceptional service delivery.
Educate clients on account services, platform capabilities, and technology solutions.
Complete required training and support the implementation of new tools, technologies, and processes.
Maintain detailed client communication records and compliance documentation within AdviceWorks, SmartWorks, Redtail, and other required systems.
Partner with Advisors through regular meetings to support business planning, marketing initiatives, client communication strategies, task management, and service workflows.
What You Need to Have
High School Diploma or GED required.
Experience in an administrative, customer service, client support, or office operations role.
Strong organizational and time management skills with the ability to manage multiple priorities.
Excellent verbal and written communication skills.
Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint.
Ability to learn and adapt to new systems, software applications, and business processes.
What’s Nice to Have
Experience supporting Financial Advisors, Registered Representatives, or wealth management professionals.
Background in financial services, banking, insurance, or a related industry.
Bachelor’s degree in finance, Business, Marketing, Communications, or a related field.
Strong attention to detail with the ability to produce accurate and timely work in a fast-paced environment.
Proven ability to independently manage workload while adapting to changing priorities and urgent requests.
Self-motivated team player who can work effectively both independently and collaboratively.
Professional, positive, and client-focused demeanor with strong interpersonal skills.
Ability to handle confidential information with discretion and integrity.
Strong listening skills with the ability to retain information and execute tasks accurately.
This role may serve as an entry point into a broader career pathing program for future opportunities requiring industry experience and licenses, such as Insurance, FINRA Series 7, and Series 66 or Series 63/65.
This individual will make a meaningful impact by supporting advisor success, strengthening client relationships, and contributing to a professional, service-focused client experience.
Compensation
The base annual salary range is $37,000-$47,000 with an hourly range of approximately $17.80 to $22.60. This role is also eligible plus a competitive performance-based bonus and a generous incentive compensation package. Base salary depends on several factors, including skill set, years and depth of experience, certifications, location, geography, and cost of labor considerations.
