Registered Client Service Associate for Beacon Wealth Management

Welcome to Beacon Wealth Management, located in the vibrant heart of West Virginia. We are on a mission to redefine the client experience in the financial advisory realm, and we are in search of a dedicated Client Service Associate to enhance our dynamic team.

Who We Are

Beacon Wealth Management is not just a financial advisory firm; we are a holistic wealth management practice dedicated to ensuring that every aspect of our clients' wealth works in perfect harmony. Our team consists of top local professionals including CPAs, attorneys, and other experts, all working together to offer unparalleled support and guidance. We have evolved from the traditional model of a solo financial salesperson and an assistant, recognizing the need for professional staff members in all roles.

The Role

Your position as an Registered Client Service Associate is crucial. You are the primary point of contact for our clients, responsible for operational and servicing needs, and ensuring that the client experience is second to none. As the administrative and operational backbone of our team, you will play a vital role in keeping our operations running smoothly.

Your Duties Include:

• Efficient Data Entry: Keeping records organized and up-to-date, processing paperwork and entering meeting notes accurately.
• Serving as the Hub: Being the first point of contact, managing calls, emails, mail, and appointments.
• Inventory Management: Ensuring that office supplies are well-stocked and conducting monthly inventory checks.
• Onboarding Support: Assisting the Financial Advisor in onboarding new clients, completing necessary documentation.
• Strengthening Client Relationships: Maintaining up-to-date client information, processing requests, and addressing inquiries swiftly.
• Rapid Response: Quickly resolving client concerns and keeping them informed throughout the process.
• The Link Between Partners and Clients: Facilitating seamless communication between our strategic partners and clients.
• Staying Informed: Keeping up-to-date with our products and services to provide accurate information to clients.

As a workflow-based organization, your primary focus will be taking charge of the workflows in your area, contributing to our smooth and efficient operations.

Who You Are

You are a motivated and energetic team player, with a strong work ethic and a knack for problem-solving. Your excellent organizational and tech-savvy skills, paired with your ability to communicate complex concepts clearly, make you an invaluable asset to our team. We value your punctuality, attention to detail, and your unwavering commitment to enhancing the client experience.

Your affinity for technology, punctuality, and organizational skills make you a valuable asset to our team. Detail-oriented and checklist-driven, you leave no stone unturned in ensuring a job well done.

Required Skills and Qualifications:

• At least one of the following licenses - SIE, Series 7, Series 6, Life & Health.
• Tech Savviness: Proficient in MS Office and other relevant software.
• Organizational Prowess: Exceptional multitasking and organizational skills.
• Problem-Solving Skills: Ability to solve problems independently and attentively.
• Client Relationship Management: Experience with CRM software.
• Excellent Communication: Clear and simple explanation of complex concepts.
• Grace Under Pressure: Maintaining composure in stressful situations.
• Collaborative Spirit: Eager to work with clients and management to resolve issues.
• Open to Change: Embracing new processes for continuous improvement.

Compensation:

$60,000 to $80,000 - Depending on licensing and experience.

Relocation assistance - Available to candidates that will need to move.

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off

Supplemental pay types:

• Bonus opportunities

Join Us

Embark on a rewarding journey of professional and personal growth at Beacon Wealth Management. We are excited for the future, and we are looking for talented individuals like you to grow with us. Apply today and become a part of an elite national team dedicated to excellence in wealth management.

Our current team is strong, talented, and eager to grow. We have outlined clear responsibilities and are working together to ensure that every team member has the opportunity to excel and contribute to our shared success. Join us, and be a part of a team that is on the cusp of something truly extraordinary.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Relocation assistance

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Financial services: 3 years (Required)
• Client services: 3 years (Required)

Ability to Commute:

• Clarksburg, WV 26301 (Required)

Work Location: In person