Client Service Associate

Amplius Wealth Advisors, an independent wealth management firm, is seeking a Client Service Associate to join us in our mission to help clients achieve their financial goals. This is an incredible opportunity to play a key role in the future success of our fast-growing organization. If you have a relentless desire to succeed and share in our vision, then we would love to hear from you. Amplius Wealth Advisors is a registered independent advisory firm focused on helping successful executives, professionals, and multigenerational families solve complex financial problems. We help them protect, sustain, and transfer their wealth. That begins with understanding our clients’ goals and objectives, then pursuing solutions to ensure they achieve optimal financial outcomes. Our team works closely to advise and deliver personalized advice drawn from our deep investment and financial planning experience, access to a comprehensive array of independent investment solutions, and full suite of services. As a locally owned and operated firm, we have a powerful sense of personal accountability, integrity, and responsibility to our community and the clients we serve. Description As a Client Service Associate, you will play a vital role in helping our clients with their financial needs and ensuring they are fully satisfied with our services. A successful candidate must have exemplary customer service skills, an attention to detail, and an unmatched work ethic. Responsibilities & Activities Work with the team to support all operational needs on advisory and planning activities Help gather necessary data to prepare client financial plans Work directly with clients to answer questions or concerns in a timely, informative, and professional manner Become an expert in all aspects of account opening, money movement, account linking, investment strategy implementation and other client service-related duties Compile and update necessary documents and organize portfolio reviews Onboard new clients and make them feel valued Obtain and process all client information and update CRM Perform basic administrative and clerical duties as necessary Work according to set standards and operating procedures Ensure compliance with necessary specifications and regulations Collaborate with third party resource partners and custodians Seek assistance and report challenges/problems to upper management Requirements and Qualifications 2+ years of professional work experience Wealth management experience preferred, but not required Bachelor’s degree (business, finance, or related field preferred) Series 65 or equivalent preferred, but not required Experience working in a client-facing role, proficiency with onboarding of new relationships and ongoing servicing of client relationships a plus Strong orientation to technology with ability to learn quickly and work with various platforms available in the independent wealth management space Desire to work in a fast paced, entrepreneurial, and results-oriented environment Sound organizational skills Excellent communication skills, both oral and written Comfortable working independently and directly with other team members Team player supporting senior advisors’ focus on growth of the business and results for clients Adept problem solver with initiative to proactively identify and address potential issues For more information about our company, please visit our website at Amplius Wealth Advisors is an equal employment/affirmative action employer Female/Minority/Disability/Vet. #J-18808-Ljbffr Amplius Wealth Advisors