Our team, Precision Wealth Partners, is searching for a Client Service Associate.
Do you take pride in a job well done and seek to exceed expectations? Do you act with a servant’s heart?
We value organized and detail-oriented professionals who are self-starters and life-long learners who like helping people achieve their dreams. We are looking to add a committed
team player seeking to join our growing firm. The role of Client Service Associate is a valued member of our team who will be aligned with and assist a senior advisor with day-to-day operations to amplify the advisor’s role, the success of our clients, and the growth of the firm.
How will you help support our clients and practice?
- Work directly with an experienced CERTIFIED FINANCIAL PLANNER® professional
- Support all aspects of the advisor role without the pressure of sales or prospecting
- Record live meeting notes, as well as organize post-meeting debriefs
- Manage tasks, follow-ups, and workflows to ensure prompt and accurate client service
- Act as point of contact and coordinator between advisor(s), clients, team members and industry partners
- Prepare and manage the implementation of new financial plans, investment accounts and insurance applications
- Assistance with the management of the advisor’s calendar and email
- Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to the service model
- Approach all scenarios with a “how can I help improve this” mindset
- Consistently seek to enhance existing processes to reduce friction and provide a “Wow!” client experience with every interaction
Who do you need to be?
- Honest and full of integrity. Understanding we are helping clients with an important, integral, and intimate part of their lives; their money.
- A natural service provider who derives their energy from a supporting role
- A self-starter who pro-actively ‘sweats the small stuff’ and creatively identifies opportunities to “Wow!”
- Excellent communicator in both verbal and written mediums
- Comfortable in a fast-paced work environment offering variety and constant evolution
- Technologically savvy and embracing the continued adoption of industry-leading technology and processes
- An excellent multi-tasker with the ability to be both quick and thorough; never sacrificing significant attention to detail and data accuracy
- A student of personal development on the journey of best-self realization
Experience Preferred
- Prior personal, administrative, or executive assistant experience
- Prior investment or insurance industry experience
- Microsoft Office Skills - Outlook, Excel, PowerPoint, Teams, OneNote
- Industry Technology Platform Experience – eMoney, Wealthscape, Envestnet, EZapp
- Familiarity with CRM software or client database management
Requirements Preferred
- Preference and ability to primarily work in office
- For hybrid flexibility – protected and professional home office space
Compensation & Benefits
- Hybrid work environment with some required in-office time
- Full-time starting salary up to $55,000 per year
- Competitive PTO Offering
- Retirement Plan with Match
- Health & Welfare Benefits including Medical, Dental, and Vision Insurance
- Supportive, collaborative, positive and growth-oriented work environment
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0 Client Associate jobs found in Wilmington, DE area