Benefits:

Health Savings Account

Dental insurance

Health insurance

Paid time off

Tuition assistance

Vision insurance

401(k)

401(k) matching

Parental leave

We are a dynamic team of professionals dedicated to helping individuals create a lasting impact.

We offer comprehensive financial planning and wealth management advisory services.

Our mission is to provide exceptional client service, and we’re expanding our team to meet growing demands.

Responsibilities:

Attend client meetings alongside financial advisors to actively listen, take comprehensive notes, and ensure accurate communication.

Handle inquiries and updates related to account documentation, track to completion, and resolve issues.

Assist in managing client accounts and maintaining accurate records.

Collaborate with team members to ensure timely client support.

Contribute to team success by sharing insights and best practices.

Qualifications:

3-5 years’ experience in client services, preferably within financial services or related industry.

Bachelor’s Degree.

FINRA Licensing (Preferred or In Progress).

Ideal Candidate Traits:

Strong communication skills and a passion for helping others.

Detail-oriented and analytical.

Strong communication skills, both written and verbal.

Proficiency in using Microsoft Office applications.

We Offer:

Competitive salary and performance-based bonuses.

Comprehensive benefits package including 401(k) match, dental, vision and health insurance, paid time off, and professional development assistance.

Career growth potential within the organization.

Join us in making a difference! Reach out to learn more about this exciting opportunity.