Client Services Associate
About The Position
Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families, business owners, and corporate executives. Our team of seasoned professionals work to achieve our clients’ long-term objectives by addressing all aspects of our clients’ financial affairs including investment management, estate planning, tax planning, wealth transfers, business sale, and succession planning. We are seeking an organized, proactive, detail-oriented, and highly professional Client Services Associate to support two Wealth Advisors in our Salt Lake City office. Candidates should be motivated to create the best client-facing experience in our industry.
Requirements
- Strong organizational skills and attention to detail.
- Proactive time management skills.
- Excellent written and verbal communication skills.
- Adhere to all compliance/risk procedures and follow corporate and industry protocols.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to thrive in a collaborative team environment.
Nice To Haves
- 2+ years financial industry experience and/or bachelor's degree in relevant field.
- Series 65 License (or equivalent).
- Experience with CRM software and data management.
- Experience with processes and procedures at Charles Schwab and/or Fidelity (Wealthscape) advisor portals.
- Experience with financial planning softwares.
- Experience or qualifications with insurance and/or annuities
Responsibilities
- Provide white-glove customer service to clients on accounts and other various needs.
- Complete tasks & paperwork for several processes including client onboarding, private fund entry, and account management.
- Support advisors by helping prepare for and completing follow-up tasks from client meetings including preparation of financial plans, balance sheets and net worth statements, performance reports, portfolio proposals, and various presentations for client meetings.
- Assist advisors with the organization and analysis of client information, periodic reporting, preparation of financial plans and responses to client questions.
- Understand and adhere to internal compliance and external requirements necessary for clients.
- Assist with coordination for wealth planning items, i.e. tax planning, tax return review tasks, etc.
- Assist with coordination of insurance and annuities including completing paperwork, obtaining in-force illustrations and snapshots, updating values, and coordinating annual allocation updates
- Any additional tasks as they come up or as the business evolves to support the team.
Benefits
- medical coverage
- dental coverage
- vision coverage
- generous contribution towards medical costs
- Basic life and AD&D insurance
- 401(k) plan with company match after 6 months of employment
- flexible paid time off
- 10 paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
