Crewe Advisors · 17 hours ago
Client Services Associate
Scottsdale, Arizona, United States
Full-time
Onsite
Entry, Mid Level
2+ years expCrewe Advisors is a comprehensive wealth advisory firm serving high net worth and ultra-high net worth clients. They are seeking a detail-oriented Client Services Associate to support Wealth Advisors by providing exceptional customer service and assisting with various client-related tasks.
AdviceFinancial ServicesWealth Management
Responsibilities
Provide white-glove customer service to clients on accounts and other various needs
Complete tasks & paperwork for several processes including client onboarding, private fund entry, and account management
Support advisors by helping prepare for and completing follow-up tasks from client meetings including preparation of financial plans, balance sheets and net worth statements, performance reports, portfolio proposals, and various presentations for client meetings
Assist advisors with the organization and analysis of client information, periodic reporting, preparation of financial plans and responses to client questions
Understand and adhere to internal compliance and external requirements necessary for clients
Schedule meetings & travel for advisors across multiple time zones
Assist with coordination for wealth planning items tax planning and tax return review tasks
Any additional tasks as they come up or as the business evolves to support the team
Qualification
Required
Strong organizational skills and attention to detail
Proactive time management skills
Excellent written and verbal communication skills
Adhere to all compliance/risk procedures and follow corporate and industry protocols
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to thrive in a collaborative team environment
Preferred
2+ years financial industry experience and/or bachelor's degree in relevant field
Series 65 License (or equivalent)
Experience with CRM software and data management
Experience with processes and procedures at Charles Schwab and/or Fidelity (Wealthscape) advisor portals
Benefits
Medical, dental, and vision coverage
Generous contribution towards medical costs
Basic life and AD&D insurance
401(k) plan with company match after 6 months of employment
Flexible paid time off
10 paid holidays
Company
Crewe Advisors
Crewe Advisors offers wealth management and investment advisory services, and tax planning.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Nick Perry, CFA, CAIA
Partner | Family CFO
Dustin Thackeray, CFA
Chief Investment Officer
Recent News
Company data provided by crunchbase