Client Advocate

Client Advocate

About the Organization

We believe in more than simply managing wealth. The focus is on helping individuals plan with intention and empowering them to live with greater purpose. The organization emphasizes collaboration, service, professional excellence, and creating a positive experience for both clients and employees.

Benefits

• Health insurance


• Dental insurance


• Vision insurance


• Health Savings Account (HSA)


• 401(k) with company matching


• Life insurance


• Disability insurance


• Employee Assistance Program (EAP)


• Responsible Paid Time Off with a flexible vacation policy

Work Environment

This is a full-time position, Monday through Friday from 8:00 AM–4:30 PM. The role is primarily in-office with the flexibility to work from home one preset day per week.

Position Overview

The Client Advocate is a proactive, detail-oriented, front-line support professional who provides essential support to a team of financial advisors and tax preparers. This person assists with client-facing needs, prepares materials for meetings, and helps keep day-to-day tasks organized and moving forward.

A major focus of the position is creating a strong client experience by helping resolve complex financial matters and delivering a high level of service.

Key Responsibilities

• Support financial advisors and tax professionals by preparing reports, presentations, and other materials for client meetings.


• Ensure client documentation is accurate, complete, and ready for meetings.


• Serve as a key point of contact for clients and assist with questions, financial products, and service-related issues.


• Work with business partners to resolve client concerns involving financial services, account maintenance, and other matters.


• Track tasks, follow up on outstanding items, and ensure deadlines are met.


• Assist with preparing financial plans and tax documents by gathering information and ensuring materials are accurate and current.


• Follow internal policies, industry regulations, and best practices.


• Handle daily administrative responsibilities, including scheduling meetings, answering client calls, and maintaining organized records.

Qualifications

• Bachelor’s degree in finance, business, or a related field preferred.


• 1–3 years of experience in the financial services industry.


• Strong interpersonal and communication skills.


• Excellent organization, attention to detail, and time-management skills.


• Ability to manage multiple priorities and deadlines in a fast-paced environment.


• Proficiency with Microsoft Word, Excel, and Outlook.


• Strong problem-solving skills.


• Strong technical aptitude and ability to learn new software quickly.


• Series 65 certification is a plus.