Client Services Assistant

Client Service Assistant

Our team at Dream Big Wealth Strategies, LLC is seeking a dedicated Client Service Assistant to provide exceptional support to our clients and advisors. In this role, you'll be a first point of contact for client inquiries, providing timely and accurate assistance with account management, scheduling, and administrative tasks.

Our Client Service Assistant is an entry-level position with a career track that includes becoming a Paraplanner, Advisor and Lead Advisor in our firm. We encourage and will support specific insurance and investment licensing to assure your success here at Dream Big.

About Us

Dream Big Wealth Strategies provides comprehensive and holistic financial planning and wealth management services to many of our community’s affluent families and business owners.

Our dream is to help our clients make their dreams come true with collaborative and comprehensive financial planning. Our goal is to create a client experience that is second to none.

We have five core values that we live by:

1. Dream: Think big, dream bigger

2. Simplicity: Keep planning easy so the visions can be bolder

3. Bespoke: Customized planning that adapts to you

4. Love: Do all things with love

5. A Better World: Let’s make a difference together

At our core, our team is positive, trustworthy, helpful and empathetic – to each other and our clients.

About You

· You’re a college graduate, or high school graduate with office work experience

· You have a demonstrated track record of initiative

· You're a people person

· Your technology skills are top notch

· You’re confident, positive, poised and professional in appearance

· You’re not afraid of creative challenges or tight deadlines

Preferred Qualifications

· Experience with software including financial planning tools, Outlook, Excel

· Have life insurance and investment licenses, including Series 65 or Series 7

Client Service Assistant Responsibilities

· Assist lead advisor in client meetings, while taking notes and completing meeting follow-up projects

· Help prepare financial plans, reports and client presentations

· Perform investment research

· Support clients in the use of on-line tools and assisting with conference calls to investment companies

· Serve as Project Lead for one of our firm’s key initiatives

· Attend local events to represent Dream Big as an attendee or a sponsor representative

Job Type: Full-time

Pay: $42,000.00 - $47,000.00 per year

Benefits:

• 401(k)
• 401(k) 3% Match
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Ability to Relocate:

• Worcester, MA 01604: Relocate before starting work (Required)

Work Location: In person