Client Service Associate

CLIEN011499_1

Who We Are

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Job Responsibilities

Develop and maintain strong relationships with clients, advisors and other team members across the firmInteract directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etcManage distribution/receipt of clients’ paperworkAnswer phone calls, resolve issues, and/or take messages as neededUtilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etcCollaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperworkPrepare client letters/emails as neededAssist advisors with scheduling client meetings and calendar managementConfirm appointments directly with clients, via email and/or phonePerform other duties as and when needed

Qualifications

College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experienceMinimum two years of directly related industry experience (preferred); experience in financial planning and/or the securities industry (helpful)Numerical accuracy and attention to detail (required)Ability to prioritize tasks and work in a team environment. Desire to learn, be resourceful, and think outside the box. Professional appearance and mannerProficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plusContinuously exhibits personal integrity and professional initiative and a personable attitude

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

Equal Opportunity:We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability statusCulture Add Over Culture Fit:Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactionsInclusive Excellence:We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer

NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $50,000 – $95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.