PF Wealth Partners is a growing financial planning firm located in Winter Park, Florida. We are seeking a Client Service Associate to join our team. The CSA will assist in providing excellent service to our clients. We believe that financial advice should begin with understanding the person first, clarifying what matters most, and building a plan to support them. Find out more about us at pfwealthpartners.com.
We want to help you reach your full potential! We are looking for hard-working candidates with a passion for client service and who truly enjoy helping make a difference in their clients' lives! Prioritizing client needs and helping solve problems proactively is an important part of our culture.
Compensation:
Salary range of $65K-80K, commensurate with relevant experience
Bonus / Incentive Program
Great Work/Life Balance with a Monday-Friday Schedule
Health Insurance
Long-term Disability and Group Life Coverage
Retirement Plan with Employer Match
Generous PTO Policy & Paid Holidays
Professional Development Budget
Responsibilities include:
Respond to client requests – you will be the clients' first point of contact
Assist Advisors with client meeting prep and follow-up tasks
Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
Calendar Management for Financial Advisor including client appointments
Manage client onboarding experience
Document and manage info in our CRM - Redtail
We are always striving to improve our processes, and we want your help to identify areas where we can improve. We want your input to help this position better and better over time!
Requirements:
3 years of financial services experience, preferably supporting advisor(s)
Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
Experience with LPL systems is NOT required but is a big plus!
Experience with CRM Software / Database Experience is a plus (Example: Advisor360, Salesforce, Redtail, Etc.)
Skills:
Ability to prioritize tasks, problem-solve, and meet deadlines
Organization skills & attention to detail
Ability to anticipate client and advisor needs
Ability to work independently while prioritizing projects and managing your time – we do NOT micromanage
Ability to learn and implement new technology and software
Ability to communicate well and work in a collaborative environment
Ability to follow office processes and policies related to operations & client privacy
The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the owner. Qualified candidates will be asked to take assessments.