Client Service Associate
Pecaut Wealth Management
Do you love making checklists and enjoy getting things done? Are you passionate about making a positive impact on people’s lives? Do you appreciate direct feedback to quickly make changes to help you achieve success in your role?
We are looking for a Client Service Associate (CSA) who will have the opportunity to act as a financial concierge, building strong relationships with clients, addressing their inquiries and concerns, and ensuring that their accounts are properly serviced. As a part of the Pecaut family you not only have flexibility in your schedule with options like a hybrid work environment but you also receive health coverage at no cost for yourself and your family members.
If you see yourself as someone with a service mentality with a passion for providing a positive impact on clients through a thoughtful, personal, and caring approach that differentiates Pecaut Wealth Management from the rest, look no further. If you are ready to play a pivotal role by helping advisors deliver exceptional service so clients can focus on what really matters in their lives? keep reading.
PROACTIVE WITH A SERVICE MENTALITY. You think ahead to anticipate future needs and possible challenges and find solutions before ever interacting with the client to ensure smooth and seamless client services. You take pride in being the first impression for Pecaut Wealth Management and are committed to our excellence of service and strive to make a meaningful difference in clients’ lives.
FLEXIBLE AND ADAPTABLE WITH AN OUTSTANDING ATTENTION TO DETAIL. You display the ability to switch gears quickly, juggle multiple priorities, and are ready to wear multiple hats. You prepare, check, and double-check documents to ensure that paperwork and documentation are accurately filled out with no numbers transposed, no typos, or no missing items.
EMOTIONALLY INTELLIGENT AND BRINGS A POSITIVE ATTITUDE. You understand the importance of humility and self-awareness in every interaction, really listen to clients, and connect with them on more than a transactional level. Displays a positive and infectious, can-do attitude, follows through on commitments, and promises to develop trusting, long-term relationships.
ESSENTIAL DUTIES MAY INCLUDE:
Within the first 30 days & ongoing:
*Becomes familiar with Pecaut Wealth Management's mission, core values, and culture.
*Begins to build positive working relationships with advisors and the leadership team by being fully engaged and asking insightful questions regarding projects and responsibilities.
*Is familiar with the internal processes of onboarding new clients and the required paperwork to open accounts.
*Learns where to find the necessary information to complete paperwork for servicing client accounts.
3 months & ongoing:
*Partners with Client Account Manager to learn the process to schedule client meetings and update the client database.
*Learns to process move money requests for clients and asks insightful questions to ensure understanding. Prepares paperwork, coordinates with clients, ensures details are correct, properly documents, and executes by deadlines.
6 - 12 months and ongoing:
*Is independent in the process of pulling client reports from software and printing and delivering quarterly reports to clients via mail and digitally.
*Fully independent in all aspects of their role and is the go-to person to answer questions that relate to clients.
EDUCATION, SKILLS & EXPERIENCE:
*Bachelor’s degree preferred in Finance, Business, Accounting, Economics, or related field a plus
*2+ years’ experience in Client service and/or Operations in the financial services industry highly preferred
*1+ years’ experience with a Registered Investment Advisor (RIA) or Accounting firm highly preferred
*Proficiency in Microsoft Office Suite, Portfolio management software preferred, experience with Excel V lookup and pivot tables a plus
*Direct experience custodial platforms: Schwab, and TD Ameritrade a plus
*Notary certification a plus, or willingness to become a notary
WHO WE ARE:
At Pecaut Wealth Management we believe that clients come first and are committed to a culture of honesty, integrity, and a thorough approach to our work. Our clients are our friends and family, and we take pride in the personal connections we make that set us apart from our competitors. We believe that we can impact others’ lives with our service mentality, so they can live the lives they’ve imagined. We celebrate our team for their dedication and goal-driven efforts and believe in teamwork as we rely on each other and strive for accountability in all that we do.
COMPENSATION & COMPANY BENEFITS INCLUDE:
Compensation range for this role is $50,000+ annually, based on skills and experience level.
Medical (with 100% employer contributions to employee and family coverage levels)
SIMPLE IRA with company match / Employer-funded HSA Contributions
Long-Term and Short-Term Disability
5 Sick Days / 3 weeks of accrued PTO / 11 Paid Holidays
Bonus Potential / Hybrid opportunities
If interested, please send introduction and résumé to HR@pecautwm.com