What are the responsibilities and job description for the Client Service & Financial Planning Associate position at Wealth Strategies Group?
Wealth Strategies Group is a financial planning firm located in Latham, New York. We work closely with individuals and families to help them organize, manage, and plan for their financial futures. Our goal is to help our clients gain clarity and peace of mind in their financial planning efforts so they can lead happier, more worry-free lives.
We are looking for an organized, dependable, and personable individual to join our team in an entry-level Client Service & Financial Planning Associate position.
This is an excellent opportunity for someone who enjoys working with people, is comfortable with technology, pays close attention to detail, and wants to build a career in the financial services industry.
The Client Service & Financial Planning Associate will play an important role in supporting our advisors and providing a high level of service to our existing clients.
The ideal candidate will be highly organized, responsive, professional, and comfortable communicating with clients by phone and email.
Primary Responsibilities include;
- Contact clients prior to scheduled review meetings to obtain updated bank account balances and information on other accounts not held with our firm.
- Prepare and organize client information in advance of scheduled meetings.
- Add reports for accounts held with our firm to the appropriate client review folders.
- Assist clients with logging into Zoom meetings if needed.
- Gather personal information from clients required to open new accounts.
- Assist with the account-opening process
Provide day-to-day administrative support to our existing client base, including:
- Assist clients with address and beneficiary changes on their accounts.
- Process client withdrawal and distribution requests.
- Assist clients who are having technical difficulties accessing account information
- Monitoring and responding to client emails in a timely and professional manner.
- Communicating with clients by phone and email to resolve routine service requests.
We are looking for someone who is:
- Highly organized and detail-oriented.
- Professional, friendly, and comfortable communicating with clients.
- Dependable and able to follow through on assignments.
- Comfortable learning and using computer software and technology.
- Able to work independently while also functioning effectively as part of a team.
- A strong written and verbal communicator.
- Comfortable handling confidential and sensitive information.
- Able to prioritize multiple tasks and meet deadlines.
- Patient and resourceful when helping clients resolve questions or technical issues.
Financial services experience is a plus but not required. We are willing to train an entry-level candidate who demonstrates the right attitude, work ethic, organizational skills, and willingness to learn.
- Hybrid work environment - 3 days from home and 2 days in our Latham, NY office
- Opportunity to learn about financial planning and wealth management.
- Training and support from an experienced financial planning team.
- Opportunity for professional growth and advancement within the firm.
- A client-focused, team-oriented work environment.
- $40,000 - $60,000 annual salary with benefits based on knowledge and experience
- Company funded retirement plan after 2 years with the firm
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- Retirement plan
Work Location: Hybrid remote in Latham, NY 12110
Salary : $40,000 - $60,000