https://amzn.to/44P6GXZ
Full-time, Client Service Associate (CSA)
Requirements
Summary:
Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.
We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.
This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations. If you are energetic, collaborative, client-focused, and have a heart to serve others, Waterworth Wealth Advisors is your place.
Critical Outcomes and Responsibilities:
Qualifications, Skills, and Behavioral Requirements:
Federal, State, and local background checks are required.Credit Check required
Interested parties should email their resume as well as a letter of interest to [email protected].
We will start interviewing immediately, and we will accept resumes until we have the right person on board.
Benefits
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