Description
Join the Vance Wealth Family: Where Passion and Collaboration Thrive
Congratulations, you’ve arrived at the gateway to a rewarding career journey with Vance Wealth. Here, we recognize the exceptional strengths and abilities each individual brings to the table. We believe that success flourishes in an atmosphere of teamwork and inclusion
At Vance Wealth, our culture stands as a testament to our dedication to both professional excellence and appreciation for the many joys in life. We’ve seamlessly intertwined the best of both worlds to strike a balance, fostering a workplace that encourages everyone to work hard, relish every moment, and give back to our amazing community.
Our core values guide us and are what propel us to achieve remarkable results. If you’re someone who embodies our Core Values, you’re already on the right track.
Our Core Values:
- Passion, Positivity, and Presence: We infuse every moment with enthusiasm and dedication.
- Continuous Growth: We're always evolving, seeking new horizons, and challenging ourselves.
- Inspiring Balance: We understand that a balanced life fuels our best work.
- Collaboration Drives Success: Together, we achieve greatness through shared effort.
- Healthy Urgency: Our drive to get things done efficiently powers our success and serves as a foundation to operational excellence.
Your Role, Your Impact:
As an integral part of our team, your role as a Client Service Associate is pivotal. Here's what we're looking for:
- Education and Experience: A high school diploma or equivalent is essential, and additional education or certifications finance, business, or similar field are a plus. If you've got proven experience in a client service role, you've got our attention.
- Tech Savviness: Proficiency in using Microsoft Office Suite is a must. If you're a wizard with Excel, that's even better!
- Organizational Excellence: Your attention to detail is your secret weapon. Excellent organizational skills ensure nothing slips through the cracks.
- Communication Master: Strong written and verbal communication skills? Check. You serve as the architect of seamless information flow, constructing a bridge that prioritizes our clients' needs.
- Time Management Pro: Juggling tasks and priorities is your specialty. Your ability to manage time efficiently keeps everything running smoothly.
- People Skills: Your unwavering commitment to exceptional client service is evident in your professional and courteous demeanor, seamlessly complemented by robust interpersonal skills.
Our Purpose, Your Calling:
Our mission is to guide families and businesses along their financial journey, ensuring they succeed at every step. How? Through a team approach that helps clients manage their wealth and organize their finances, freeing them to focus on what truly matters.
Join Us and Let's Shape Your Future:
If you're a problem solver, a creative thinker, and passionate about serving others, you're Vance Wealth material. Your analytical skills will find a nurturing home here, and your passion for helping others will thrive in an environment that values balance, growth, and purpose.
At Vance Wealth, we're not just creating a career for you; we're igniting a journey of accomplishment, collaboration, and fulfillment. If you're ready to embark on this adventure and see yourself aligning with our values, then seize the opportunity and dive into the job description below!
Think differently. Be purposeful. Achieve more.
Requirements
Position Overview
As a Client Service Associate, you will work collaboratively with the advisory team in a client-focused environment. This role requires frequent communication with our Wealth Advisors, clients, and custodians. The Client Service Associate will mostly serve our Business Owner team, which provides company retirement plan services through Advanced 401k Solutions and serves our small business owners through a unique offering, Simplify 365 ™ The ideal candidate has exceptional organizational, communication, and problem-solving skills. A successful candidate will partner those skills with knowledge of our business, services, and technology to assist our Wealth Advisors in providing exceptional client experience.
Work Location: In-person at our Santa Clarita Office
Reports to: Tyler Tilton, Lead Advisor
Key responsibilities include but are not limited to the following:
Client Service:
- Schedule and confirm client meetings.
- Create agendas, templates, and meeting notes for client calls.
- Assist with the preparation and debrief of client meetings alongside the Advisor Team.
- Offer exceptional administrative support to the Advanced 401k Solutions and Simplify365™ teams; including data entry, maintain calendars, report generation, and case management follow-up.
- Communicate effectively in person, in writing, and verbally with clients, prospects, and others in the organization.
- Use the firms CRM, Salesforce, to document client action items, manage tasks, and follow-up to action items.
- Maintain accurate client information and settings at the custodian and in the CRM system.
- Assist Advisor Team with the firm’s annual processes including tax return request and review process.
- Complete check deposit and log processes.
- Complete money movement including funds requests, account applications, account transfers, and any other client/account-related tasks needed.
- Assist in the maintenance of the firm's CRM, Salesforce.
- Review and respond to emails as necessary and be a positive team member across the practice.
Client Onboarding Processes (COP)
- Prepare account opening paperwork for the new client onboarding process including custodian forms, financial planning agreements, and investment advisory agreements (IAAs).
- Responsible for opening new accounts and transferring assets from outside institutions during the COP.
- Ensure new clients are fully onboarded with a focus on timeliness and client satisfaction.
Qualifications:
- High school diploma or equivalent; additional education or certifications in finance, business, or a related field are a plus.
- Proficiency in Microsoft Office Suite, with a focus on Excel.
- Exceptional organizational and time management skills.
- Strong written and verbal communication skills.
- Professional and courteous interpersonal skills.
- Proven experience in a client service or similar role preferred.
- Experience using Salesforce or other CRM is a plus.