Aventus Investment Advisors · 11 hours ago
Client Associate
Cornelius, NC
Full-time
Onsite
New Grad, Entry LevelAventus Investment Advisors provides comprehensive financial advice tailored to individual and business needs. The Client Associate will assist with client service operations, support financial advisors, and manage client communications to ensure high-quality service.
AdviceFinancial ServicesRetirementWealth Management
Hiring Manager
Jeff Hare
Responsibilities
Assist with client service operations
Support financial advisors
Manage client communications
Address client questions
Coordinate meetings
Manage website and social media
Ensure smooth interactions between clients and the advisory team
Maintain high-quality service
Responsible for the firm's marketing activities
Qualification
Required
Proficiency in Client Services and strong interpersonal skills to effectively support and communicate with clients
Strong Analytical Skills and ability to manage detailed tasks related to financial planning and investment management
Excellent Communication skills, both verbal and written, to convey information clearly and professionally
Knowledge of Finance and experience working in a financial services environment
Sales acumen and ability to identify client needs and support business development activities
Proficiency in financial software and Microsoft Office Suite
Preferred
Bachelor's degree in Finance, Business Administration, or related field preferred
Experience in a client-facing or customer service role is a plus
Company
Aventus Investment Advisors
Aventus Investment Advisors offers company retirement plans, business financial planning, investment and wealth management solutions.
Founded in 2009
2-10 employees
Funding
Current Stage
Early StageRecent News
2025-04-18
Company data provided by crunchbase