Client Service Associate - Leading Financial Advisory Firm

Anchor Wealth Advisers is a growing financial planning firm located in Caledonia, MI and we are seeking a Client Service Associate to join our team. We pride ourselves on always putting our clients' interests first and guiding our clients through financial decisions. Our Core Values are 1) Proactive Communication, 2) Teaching & Coaching, 3) Availability & Flexibility, and 4) Team & Support Staff. If you want to join a Financial Planning Team that is dedicated to its clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at anchorwealthadvisers.com

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for client service and who truly enjoy helping make a difference in their clients’ lives! Prioritizing client needs and helping solve problems proactively is an important part of our culture.

Compensation:

• Salary range of $60K-75K, commensurate with relevant experience
• Company Health Insurance Plan
• Retirement Plan, with 3% company match
• 10 vacation days first year
• Professional, Fun, Motivating Atmosphere
• Opportunity for career growth

Responsibilities include:

• Serve as the clients’ first point of contact to address requests or issues
• Respond to client requests with timeliness and accuracy in mind
• Assist Advisors with client meeting prep and follow-up tasks
• Process account opening applications, transfer paperwork, money movements and/or other various client service tasks
• Respond to client questions via email and phone
• Assist with some compliance tasks such as Best Interest Consideration forms
• Assist with financial planning tasks through Riskalyze, Morningstar, and MoneyGuidePro
• Assist with trading and rebalancing client accounts
• We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help this position better and better over time!

Skills:

• Ability to prioritize projects and manage your time
• Organization skills & attention to detail
• Ability to track outstanding tasks to ensure great follow-through for our clients
• Ability to communicate well
• Ability to follow office processes & policies related to office operations & client privacy
• Ability to prioritize tasks, problem-solve, and meet deadlines

Requirements:

• 5+ years of financial services experience
• Series 7, 63 or 65 registration
• Technology Skills and use of Microsoft Office products (Word, Power Point, Excel, Etc.), and ability to learn new software quickly
• Proficiency in Microsoft Office and Financial Software knowledge is preferred (MoneyGuide, Morningstar, Nitrogen, CRM system)

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for the position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the advisors. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.