The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors’ time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities + Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards. + Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client’s financial relationships. + Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients + Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance. + Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors + Maintain a compliant filing and scanning system with Laser Fiche + Answer incoming calls and direct/take messages appropriately and according to firm guidelines. + Maintain client information in CRM database (Redtail) + Data input for Financial Planning software system (Goals-Based Analysis and E-Money) + Other responsibilities as assigned by the Wealth Advisor and Director of Operations. Knowledge, Skills, and/or Abilities: + Advanced computer skills (Outlook, Word, Excel and Power Point) are essential + Excellent communication skills, both verbally and in writing. + Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once. + Ability to build relationships with clients and internal partners. Education and/or Experience: + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + High School Diploma or Associate’s degree required; Bachelor’s Degree preferred. + Previous experience in financial services a plus. Compensation: + Compensation is determined by qualifications and experience. + Salary is generally reviewed annually or if responsibilities and/or job requirements change. Salary increases are not guaranteed. Certificates, Licenses, Registration: + Series 7 and 65/66 preferred (or willingness to obtain in the future).