Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Looking for an exciting opportunity to utilize your exceptional client service and relationship building skills in the fast-paced and dynamic financial services industry? Look no further! We are seeking a highly motivated and talented individual to join our team Client Services.
Description and Requirements for our Client Services Assistant / Office Administrator
As a vital member of our Client Services Team, you'll be the backbone of our onsite operations, ensuring seamless communication and support between our Advisors and clients. Not only will you be the face of the office, helping greet clients and answer phones, but you will also play a key piece in helping support the administrative tasks. From troubleshooting and organizing meetings to embodying Savant's unique philosophies, you'll be the go-to person for meeting routine client needs and managing vital client information. Your computer skills will shine as you navigate through tasks, populate, and maintain CRM information, and meticulously proofread reports and documentation. Assembling materials for review meetings, facilitating event coordination, and professionally handling incoming calls are just a few aspects of this multifaceted role. You'll be the driving force behind maintaining office efficiency, from preparing UPS shipments to executing opening and closing procedures.
We're looking for someone who can communicate effectively, multitask with ease, and troubleshoot problems with a positive and solution-focused mindset. As a member of our team, you'll have the chance to utilize the latest technology and tools, including Salesforce, to ensure you can perform your duties to the best of your abilities.
With 2-5 years of experience in a client services/administrative support function in the financial services, banking, or insurance industry, you'll have the skills and knowledge necessary to hit the ground running. And with proficiency in Word, Excel, PowerPoint, Outlook, and CRM software, you'll be able to handle any challenge that comes your way.
But most importantly, we're looking for someone who is passionate about putting our clients first. With a client-centric attitude, effective communication skills, and a collaborative team player mindset, you'll be able to make a difference in the lives of our clients and help drive our success.
So if you're ready to take your career to the next level and become part of an exceptional team, we encourage you to apply today!
A couple things to note about our Client Services Assistant / Office Admin.:
The Client Services Assistant / Office Administrator position typically requires the following qualifications:
Why Join Us?
Let us help you on your path to your ideal career - apply today!
Collective Wisdom. We're Better Together.
At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.
If you want to be part of a culture that is defined through strong values - Savant is right for you.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.
Any combination of equivalent education and work experience will be considered.
Savant Capital, LLC is an Equal Opportunity Employer
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