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Avior Wealth Management, LLC · 22 hours ago

Client Advocate

Omaha, NE

Full-time

Hybrid

Entry Level

1+ years exp

Avior Wealth Management LLC is dedicated to helping individuals plan with intention and live with purpose. The Client Advocate role involves providing essential support to financial advisors and tax preparers, assisting with client-facing issues, and ensuring the smooth operation of day-to-day tasks to enhance the client experience.

AccountingFinancial ServicesRetirementWealth Management

Responsibilities

Advisor support: Assist financial advisors by preparing reports, presentations, and other materials for client meetings. Ensure that all relevant documentation is ready and accurate

Client Interaction: Serve as a key contact for clients, helping to resolve their inquiries and ensuring a high level of service, especially when dealing with complex financial products or service issues

Issue Resolution: Act as a problem-solver, working closely with business partners to address and resolve client concerns related to financial services, account maintenance, and other matters

Task Management: Stay up to date on firm procedures, making sure key tasks are scheduled, tracked, and followed up on, ensuring deadlines are met

Planning Support: Aid in the preparation of financial plans, tax documents and other related items as needed by gathering data, preparing materials, and ensuring all information is accurate and up to date for client sessions

Compliance and Procedures: Ensure that all actions align with internal policies, industry regulations, and best practices

Administrative Duties: Handle day-to-day operational tasks such as scheduling meetings, answering client calls, and maintaining organized records

Qualification

Financial services experienceMicrosoft Office proficiencyProblem-solving skillsBachelor's degree in financeMultitasking abilityTechnical aptitudeSeries 65 certificationInterpersonal skillsOrganizational skillsTime management

Required

A bachelor's degree in finance, business, or related field is preferred

1-3 years of experience in the financial services industry

Strong interpersonal and communication skills with the ability to effectively interact with clients and colleagues

Detail-oriented with excellent organizational and time management skills

Ability to manage multiple priorities in a deadline-driven environment

Proficiency in Microsoft Office suite (Word, Excel, Outlook)

Strong problem-solving skills

Ability to multitask and prioritize tasks in a fast-paced environment

Strong technical aptitude to facilitate daily work and ability to learn required software applications quickly

Preferred

Series 65 certification is a plus

Benefits

401k and 401k Matching: Plan for your future with our retirement savings options.

Dental Insurance: Support your oral health with coverage for a range of dental services.

Vision Insurance: Ensure clear sight on your path to success with our vision coverage.

Health Insurance: Take care of your physical well-being with our health insurance offerings.

Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option.

Life Insurance: Provide financial security for your loved ones with our life insurance benefits.

Disability Insurance: Safeguard your financial future in the face of the unexpected.

Employee Assistance Program (EAP): Access resources and support for personal and professional challenges.

Responsible Paid Time Off: We recognize the importance of work-life balance, and our flexible vacation policy reflects our commitment to your overall happiness.