- Serve as the primary contact for a specific group of client relationships
- Maintain and update the "Actions on Purpose" for assigned clients (Actions on Purpose or AoP is essentially where we track client planning objectives, required actions, etc.)
- Facilitate and manage the tactical actions required to reach Client Objectives (we have a team who handles paperwork processing, and another team that handles investment management/implementation so this wouldn't always involve performing the tasks, but rather facilitating the flow to make sure tasks are accomplished).
- Schedule the appropriate number of meetings with assigned clients each quarter/year (depending on the level of engagement this may vary from one investment review per year to multiple meetings per quarter)
- Lead client meetings with a focus on driving Client Objectives forward (noting which objectives have been accomplished, remain to be accomplished, etc.)
- Identify new assets (potential AUM) within existing client relationships (this isn't a hunter type of position, but rather a farm/cultivate type of position)
- Manage the Client Experience (ensure proper access and training on our client facing systems)
- Work independently to accomplish all activities required to meet plan preparation deadlines.
- Bachelors degree required.
- 1+ years' experience in financial services or related field.
- Valid & Active Series 65 or 66 licensure or ability to obtain licensure within 180 days.
- Experience in eMoney or comparable financial planning software, preferred.
- Excellent Verbal & written communication skills.
- Strong Problem solving and analytical skills.
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Client Associate - Saint Louis, United States - Precision Wealth Strategies LLC
Description
Job Description
Job DescriptionClient Associate – Needed to Manage the Client Process
Are you looking for a platform to show off your organizational and communication skills? Do you take pride in your work? If professional growth, being part of an exceptional team, and driving client goals motivates you, let's talk.
The motto you will live by is "Every Action" has a reaction. Follow Through is key. Someone who takes pride in their work's accuracy, correctness, and completion. If you are not a data junky this may not be the role for you – as you will need to be detail-oriented.
Someone looking to support a team – Driven by team success. Interested in actively communicating with clients and nurturing the client relationship Being the center of attention while working with clients to accomplish their objectives. You will be expected to lead communications with clients, while coordinating actions among the team.
As a Client Associate, you will be the Driver of the Process and Keeper of the objectives. You would be referred to as the client's lead coordinator, someone who can take the Macro Vision provided by the Strategic Advisor and execute on a multitude of tactics to achieve that vision. Requires someone who excels in a fast-paced environment, which can handle a full workload. Do not worry, there will be no boredom with this role, as multi-tasking is a requirement
Essential Functions/Responsibilities:
Qualifications:
Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both
Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more
for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.
Company Description
Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis,\rMissouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both\r
Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more\r
for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.
Client Associate professionals in St. Louis
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Michael A. Metzger
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