A nationally recognized, independent, fee-only RIA is looking for a driven professional with an appetite for growth and passion for making an impact to add to their Client Services team to support their recent and ongoing growth. To fulfill their fiduciary duty, every team member is committed to acting in their clients’ best interest, which has largely contributed to their unique company culture and 97%+ client retention since 2001. By fostering an innovative approach to hiring and supporting their employees, they strongly advocate professional growth with a solid career path for each position and have a track record of keeping that promise. Over the last two decades alone, they have celebrated 22 internal promotions with an average employee tenure of 8.25 years across their current team of 32 members. The firm's dedication to make each employee feel valued, appreciated, and supported is also evident through the offerings they provide, including:
Work-Life Integration: A Hybrid-Remote Work Schedule, Generous Paid Time Off with 21 additional paid holidays and 8 days the office closes early, Parental Leave, Employee Assistance Program, and more!
Competitive Compensation Packages: A Base Salary plus Incentive Plans, Retirement Plan, 401(k) & 401(k) Match, and Tuition Reimbursement.
Exceptional Insurance Packages: 100% Medical, Dental, and Vision Insurance Premiums paid for Employees, Spouses, and Dependents, an HSA, and Life, Short-Term, and Long-Term Disability Insurance.
The Client Account Specialist will provide client service and operational support to advisors and clients. This team player will be responsible for updating and maintaining the CRM, client files, reports, and other financial documentation. They will also play an essential role in coordinating potential and existing client meetings with advisors. The Client Account Specialist must have experience working directly with clients, custodians, and expertise with financial services software and CRMs. This is an ideal opportunity for an industry professional with high integrity and a strong passion for serving others who want to work in a collaborative environment with valuable mentorship.
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