Related skills
crm microsoft office data integrity financial planning software regulatory compliance📋 Description
- Act as primary liaison for clients, delivering service excellence.
- Manage client needs and inquiries with proactive support.
- Collaborate with advisors to educate clients on services/tools.
- Improve service processes and client engagement strategies.
- Ensure timely, accurate communication and issue resolution.
- Support advisory team to deliver best-in-class guidance.
🎯 Requirements
- 10+ years in Financial Services
- Bachelor's in finance/business; CFP/CFA preferred
- Strong relationship management skills
- Proficiency in CRM systems, custodial platforms, and planning software
- Leadership with process improvement
- Excellent communication and problem-solving
🎁 Benefits
- Medical, dental, vision insurance
- Flexible spending accounts and HSA
- Generous 401(k) with company contributions
- Flexible working arrangements
- 11 paid holidays and PTO
- Equity Purchase Program eligibility
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