Senior Associate, Client Service

Who We Are:

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. 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 firm. 

· Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc. 

· Manage distribution/receipt of clients’ paperwork. 

· Answer phone calls, resolve issues, and/or take messages as needed. 

· Utilize 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, etc. 

· Collaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperwork. 

· Prepare client letters/emails as needed. 

· Assist advisors with scheduling client meetings and calendar management. 

· Confirm appointments directly with clients, via email and/or phone. 

· Manage complex client needs. 

· Acts as a mentor/trainer for new team members. 

· Perform other duties as and when needed.

Qualifications:

· College degree (preferred). 

· Minimum five years of directly related industry experience; 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 manner. 

· Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus. 

· Continuously exhibits personal integrity and professional initiative and a personable attitude.

 

What We Offer: 

We’re 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 $88,000 to $104,000. 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.