SGH Wealth Management · 3 weeks ago
Client Service Associate
Lathrup Village, MI
Full-time
Onsite
New Grad, Entry LevelSGH Wealth Management is a financial services firm seeking a Client Service Associate to support their financial planning team. The role involves preparing financial plans, participating in client meetings, and managing follow-ups to ensure client satisfaction.
Angel InvestmentConsultingFinancial ServicesService Industry
Hiring Manager
Sam G. Huszczo, CFP, CFA
Responsibilities
Prepare and update financial plans using planning software, with guidance from senior advisors
Support client meetings: attend, take detailed notes, prepare materials, and handle follow-ups
Analyze client data, and prepare reports and presentations
Assist with account management: transfers, cost basis updates, account forms, and service requests through custodians or broker-dealers
Maintain accurate records in CRM and portfolio management systems, including generating performance reports
Provide basic client support and direct inquiries to the appropriate team members
Sets Prospect Phone Calls for Senior Team
Qualification
Required
Prepares financial plans for review and implementation
Participates as 2nd chair in client meetings
Works on follow-ups for clients
Prepare and update financial plans using planning software, with guidance from senior advisors
Support client meetings: attend, take detailed notes, prepare materials, and handle follow-ups
Analyze client data, and prepare reports and presentations
Assist with account management: transfers, cost basis updates, account forms, and service requests through custodians or broker-dealers
Maintain accurate records in CRM and portfolio management systems, including generating performance reports
Provide basic client support and direct inquiries to the appropriate team members
Sets Prospect Phone Calls for Senior Team
Financial planning and analysis, with growing expertise in investments, budgeting, taxes, risk management, and estate planning
Accuracy and efficiency in creating financial plans
Team collaboration, communication, and time management
Proficiency with financial planning software, portfolio reporting tools, and firm-specific processes
Exceptional time management and organizational expertise
Proactive Problem Solver
Company
SGH Wealth Management
SGH Wealth Management, LLC is an independent and skilled financial planning and asset management company.
Founded in 2003
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Sam G. Huszczo
Founder/Investment Advisor
Recent News
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