Client Service Associate

We are looking for a dynamic Client Service Associate (CSA) to join Earned. This is a unique opportunity to utilize state-of-the-art technology and by working with and supporting experienced Wealth Advisors and specialists serving the financial needs of doctors and their practices.

The CSA will be a key player in ensuring smooth operational processes and delivering unparalleled service to our clients. This multifaceted role encompasses a range of responsibilities, combining administrative support with client-focused interactions to contribute to the overall success of our wealth management services.

The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice; will have involvement in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience in developing a career in fast-paced, innovative wealth management business that is disrupting incumbents. The ideal candidate will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. This role reports to our Director of Client Services.

Key Responsibilities:

The CSA role is critical for the Company and our clients.

• Assume end-to-end ownership of account opening, cashiering, and ongoing client service requests, assisting the Wealth Advisor, Operations, Insurance, and Retirement Plan Services teams to create exceptional client experiences
• Providing rollover support, including overseeing required documentation and guiding clients through the process of rolling over retirement funds
• Serve as a point of contact for clients, addressing inquiries, providing updates on account status, and fostering strong relationships
• Provide ongoing maintenance of client accounts and records, including assisting with money movement, transfers, and informational changes
• Proactively identify and resolve client issues, collaborating with internal and external teams to ensure timely and satisfactory resolutions
• Address administrative and operational challenges to maintain seamless client interactions
• Process account-related documentation, including preparation and follow up
• Assist in trading held away accounts, ensuring accurate and timely processing of investment transactions, and help track the trading status of accounts with our outsourced trading partners
• Work closely with multiple Wealth Advisors on various tasks including preparing relevant reports and documentation for meetings
• Prepare and distribute regular communication to clients, including performance reports, market updates, and other relevant information 

Key Requirements:

• Previous experience in client service and/or wealth management operations, preferably within a registered investment advisory firm
• Willingness to be available when clients are with normal business hours Monday – Friday with occasional evenings (if needed)
• Demonstrated analytical and problem-solving skills
• Strong work ethic, detail-oriented with the ability to prioritize and organize workflow
• Self-starter, productive, works well with a team and independently
• Excellent written and verbal communication skills
• Knowledge of CRM (e.g, Salesforce), Orion, Fidelity WealthScape, and Schwab a plus

Key Attributes 

• You put our client first: You demonstrate a commitment to understanding and meeting client needs and have the ability to actively listen and provide tailored financial solutions
• You are collaborative: You have an innate willingness to share knowledge, ideas, and resources for the benefit of the team and clients
• You commit to excellence: You dedicate to delivering exceptional service and exceeding client expectations
• You embracing diversity: You have the openness to different perspectives and ideas to foster innovation both for the team and for the clients
• You hold yourself accountable: You demonstrate integrity, honesty, and ethical behavior in all professional interactions with our clients

Benefits

• An attractive total compensation package
• Employer-sponsored health insurance (medical, dental, vision)
• 401k + 5% match