Registered Client Service Associate
Job Description
About the Job
Client Service Associate (a.k.a Service Advisor)
We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a relationship and execution role. You'll work alongside a team of 16 CFPs in a fully integrated model - investments, planning, tax, insurance, and estate planning all under one roof - serving clients who have trusted us with the most important financial decisions of their lives.
Because this is an in-office position, candidates must either live in the Knoxville area or be willing to relocate. A relocation stipend is available.
Benefits
Unlimited PTO with bonus targets
401(k) with 6% match and ROTH option
Competitive health insurance benefits
Life/AD&D Insurance: $50,000 after one year
Long-term disability
Professional development, training, and growth opportunities
Supportive, team-oriented work environment
Relocation stipend if needed
Primary Duties
Serve as a point of contact for an assigned book of client households
Pro-actively communicate with clients to maintain relationships and provide the highest level of service
Support a lead advisor with client and prospect meetings on topics such as financial planning updates, life-events and transitions, and investment updates
Coordinate internally across planning, tax, and investment teams to deliver a seamless client experience
Maintain rigorous documentation and follow-through in Salesforce, the primary CRM
For those interested, tools and resources will be provided to support preparation for the CFP® examination (not required)
Qualifications
5+ years of client-facing experience in wealth management or financial planning (required)
FINRA licensing (required)
High ownership mentality - you follow through, communicate proactively, and clients notice
Comfortable operating in a structured, process-oriented environment
Proficiency with Salesforce or a comparable CRM (preferred)
About the Firm
We are committed to core values and delivering a high standard of service to clients.
Living Life on Purpose
Values Driven Planning
The Pursuit of Better
We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.
Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.
We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.
We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.
Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.
As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
