Associate, Client Service

NFP•Delafield, WI

1d•$42,000 - $68,000

About The Position

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Requirements

College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience.
1-2 years of directly related industry experience (preferred); experience in financial planning and/or the securities industry (helpful).
Numerical accuracy and attention to detail (required).
Ability to prioritize tasks and work in a team environment.
Desire to learn, be resourceful, and think outside the box.
Professional appearance and manner.
Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
Continuously exhibits personal integrity and professional initiative and a personable attitude.

Responsibilities

Develop and maintain strong relationships with clients, advisors and other team members across the firm.
Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
Manage distribution/receipt of clients’ paperwork.
Answer phone calls, resolve issues, and/or take messages as needed.
Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
Collaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperwork.
Prepare client letters/emails as needed.
Assist advisors with scheduling client meetings and calendar management.
Confirm appointments directly with clients, via email and/or phone.
Perform other duties as and when needed.