Client Services Associate - Waterworth Wealth Advisors

Job Description

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