Registered Client Service Associate

Job Description

Job Description

About the Job

Client Service Associate (a.k.a Service Advisor)

We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a relationship and execution role. You'll work alongside a team of 16 CFPs in a fully integrated model - investments, planning, tax, insurance, and estate planning all under one roof - serving clients who have trusted us with the most important financial decisions of their lives.

Because this is an in-office position, candidates must either live in the Knoxville area or be willing to relocate. A relocation stipend is available.

Benefits

• Unlimited PTO with bonus targets

• 401(k) with 6% match and ROTH option

• Competitive health insurance benefits

• Life/AD&D Insurance: $50,000 after one year

• Long-term disability

• Professional development, training, and growth opportunities

• Supportive, team-oriented work environment

• Relocation stipend if needed

Primary Duties

• Serve as a point of contact for an assigned book of client households

• Pro-actively communicate with clients to maintain relationships and provide the highest level of service

• Support a lead advisor with client and prospect meetings on topics such as financial planning updates, life-events and transitions, and investment updates

• Coordinate internally across planning, tax, and investment teams to deliver a seamless client experience

• Maintain rigorous documentation and follow-through in Salesforce, the primary CRM

• For those interested, tools and resources will be provided to support preparation for the CFP® examination (not required)

Qualifications

• 5+ years of client-facing experience in wealth management or financial planning (required)

• FINRA licensing (required)

• High ownership mentality - you follow through, communicate proactively, and clients notice

• Comfortable operating in a structured, process-oriented environment

• Proficiency with Salesforce or a comparable CRM (preferred)

About the Firm

We are committed to core values and delivering a high standard of service to clients.

• Living Life on Purpose

• Values Driven Planning

• The Pursuit of Better

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.