Client Service Associate

About the Company:

Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth individuals and families. Our team of seasoned professionals work to achieve our clients’ long-term objectives by addressing all aspects of our clients’ financial affairs including investment management, estate planning, tax planning, wealth transfers, and succession planning.

About the Role:

We are seeking an enthusiastic, collaborative, organized and detail-oriented Client Services Associate to support our Wealth Advisors. Candidates should be motivated to create the best client-facing experience in our industry.

Responsibilities will include (but are not limited to) the following:

• Support advisors by helping prepare for and completing follow-up tasks from client meetings including preparation of financial plans, balance sheets and net worth statements, performance reports, portfolio proposals, and various presentations for client meetings 
• Complete paperwork for several processes including client onboarding, private fund entry, and account management 
• Assist advisors with the organization and analysis of client information, periodic reporting, preparation of financial plans and responses to client questions 
• Assist with tax planning and tax return review tasks 
• Schedule travel & meetings for advisors across multiple time zones 
• Provide white-glove customer service to clients on accounts and other various needs 
• Any additional tasks as they come up or as the business evolves to support the team 
  

Preferred Qualifications

• 2+ years financial industry experience and/or degree in relevant field
• Series 65 License (or equivalent)
  
• Experience with CRM software and data management 
• Experience with processes and procedures at Charles Schwab and/or Fidelity (Wealthscape) advisor portals 
  

Required Qualifications

• Strong proficiency in Microsoft Office (Outlook, Word, Excel, and PowerPoint) 
• Professional communication skills, both written and verbal 
• Detail-oriented, accurate, organized and able to set priorities in managing multiple projects 
• Ability to thrive in a collaborative team environment 

Benefits

• Health Insurance (Medical, Dental, Vision, & Life Plans)
• 401k Plan with Employer Matching
• Flexible Vacation Policy