WPA Family Office & Private Wealth LLC ยท 1 day ago
Senior Client Service Associate
DFW Metroplex
Full-time
Hybrid
Senior LevelWPA Family Office & Private Wealth LLC is an independent boutique firm that specializes in simplifying the financial lives of high net-worth clients. The Senior Client Service Associate will assist the firm's Advisors with various office tasks, administrative functions, and financial planning services, focusing on operational activities and client interactions.
Professional ServicesRisk ManagementTax ConsultingWealth Management
Responsibilities
Help assist the firm's Advisors on various office tasks
Administrative functions
Investments and financial planning services to high net-worth clients
Daily tasks include operational activities in the Charles Schwab custodial system
Assisting the advisor to help run financial plans
Conducting retirement planning
Other tasks to help the team
Typically done in one of the firm's FinTech software applications
General office work and tasks
Heavy operational work within Schwab
Running reporting in Advyzon
Qualification
Required
Basic knowledge in areas of Finance and Retirement Planning
Operational skillset within Schwab as well as reporting in Advyzon - CAN BE TRAINED
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
Preferred
Certified Financial Planner (CFP) designation
Skills in Financial Planning and Personal Financial Planning
Client facing administrative work is a PLUS
Bachelor's degree in Finance, Economics, or related field is a PLUS
Company
WPA Family Office & Private Wealth LLC
An independent boutique firm founded by wealth advisors with over 25 years of experience in the industry who simplify life while managing your financial needs.
Founded in 2021
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase