Client Service Associate

Our team, Precision Wealth Partners, is searching for a Client Service Associate.

Do you take pride in a job well done and seek to exceed expectations? Do you act with a servant’s heart?

We value organized and detail-oriented professionals who are self-starters and life-long learners who like helping people achieve their dreams. We are looking to add a committed

team player seeking to join our growing firm. The role of Client Service Associate is a valued member of our team who will be aligned with and assist a senior advisor with day-to-day operations to amplify the advisor’s role, the success of our clients, and the growth of the firm.

How will you help support our clients and practice?

- Work directly with an experienced CERTIFIED FINANCIAL PLANNER® professional

- Support all aspects of the advisor role without the pressure of sales or prospecting

- Record live meeting notes, as well as organize post-meeting debriefs

- Manage tasks, follow-ups, and workflows to ensure prompt and accurate client service

- Act as point of contact and coordinator between advisor(s), clients, team members and industry partners

- Prepare and manage the implementation of new financial plans, investment accounts and insurance applications

- Assistance with the management of the advisor’s calendar and email

- Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to the service model

- Approach all scenarios with a “how can I help improve this” mindset

- Consistently seek to enhance existing processes to reduce friction and provide a “Wow!” client experience with every interaction

Who do you need to be?

- Honest and full of integrity. Understanding we are helping clients with an important, integral, and intimate part of their lives; their money.

- A natural service provider who derives their energy from a supporting role

- A self-starter who pro-actively ‘sweats the small stuff’ and creatively identifies opportunities to “Wow!”

- Excellent communicator in both verbal and written mediums

- Comfortable in a fast-paced work environment offering variety and constant evolution

- Technologically savvy and embracing the continued adoption of industry-leading technology and processes

- An excellent multi-tasker with the ability to be both quick and thorough; never sacrificing significant attention to detail and data accuracy

- A student of personal development on the journey of best-self realization

Experience Preferred

- Prior personal, administrative, or executive assistant experience

- Prior investment or insurance industry experience

- Microsoft Office Skills - Outlook, Excel, PowerPoint, Teams, OneNote

- Industry Technology Platform Experience – eMoney, Wealthscape, Envestnet, EZapp

- Familiarity with CRM software or client database management

Requirements Preferred

- Preference and ability to primarily work in office

- For hybrid flexibility – protected and professional home office space

Compensation & Benefits

- Hybrid work environment with some required in-office time

- Full-time starting salary up to $55,000 per year

- Competitive PTO Offering

- Retirement Plan with Match

- Health & Welfare Benefits including Medical, Dental, and Vision Insurance

- Supportive, collaborative, positive and growth-oriented work environment