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Provenance Wealth Advisors · 2 weeks ago

Client Success Associate

West Palm Beach, FL

Full-time

Onsite

Mid Level

$70K/yr - $90K/yr

3+ years exp

Provenance Wealth Advisors is a financial services firm dedicated to delivering exceptional client experiences. The Client Success Associate plays a crucial role in supporting Financial Advisors, managing client inquiries, and enhancing the firm's global planning processes.

AccountingFinanceFinancial Services

Hiring Manager

Maria Alejandra (MARI) Luque-Hanchett

Responsibilities

Prepare and process new account paperwork, applications, and documentation

Maintain client records through CRM, Custodial platforms, and other technology platforms (e.g., address changes)

Perform Relationship Manager tasks via CRM and custodial systems (e.g., linking/grouping accounts, mailing packets)

Assist with client meeting preparation of summaries, spreadsheets, applications and engagement letters

Facilitate execution and filing of estate planning documents; coordinate with attorneys to ensure proper document handling and tax ID follow-up

Create and manage electronic client files across various platforms

Generate and review client engagement letters and invoices

Track new business, service items, and insurance/investment coordination with internal systems

Maintain operational proficiency and knowledge by keeping up with new processes and procedures

Serve as a point of contact for clients; respond promptly and professionally to emails, calls, and service requests

Provide a high level of client service to effectively surpass client expectations

Proactively identify and resolve client issues in a timely, service-oriented manner

Onboard all new clients and prospects, ensuring a smooth and welcoming experience

Manage scheduling and coordination of meetings with clients, prospects, and external vendors

Act as liaison between clients and third-party advisors such as attorneys

Ensure all client interactions are conducted with a high level of professionalism and discretion

Communicate and collaborate with internal team members to promote a unified client service approach

Meet weekly with Financial Advisor(s) to align on client needs, business tracking, and service opportunities

Collaborate across Firm Units to deliver a seamless client and prospect experience

Demonstrate a team-first mindset by supporting firm culture, strategic cooperation, and shared accountability

Model ethical standards, professionalism, and a high level of service in day-to-day work

Participate in PWA’s return-and-report culture by clearly tracking task deadlines and status updates

Qualification

FINRA Series 7CRM proficiencyClient service skillsMS Excel proficiencyMS Word proficiencyMS Outlook proficiencyMS PowerPoint proficiencyCommunication skillsTeam collaborationProblem-solving skillsConfidentiality