Client Services Associate - Stravolo Wealth Management : Job Details

Are you passionate about helping others achieve financial success?

Stravolo Wealth Management is looking for a motivated and client-focused professional to join our growing team. If you have a passion for financial services, a commitment to excellence, and enjoy being part of a supportive, collaborative, and growth-oriented environment, this role is for you.

About Us

At Stravolo Wealth Management, we believe that financial education is a fundamental right for everyone. Our purpose-driven mission inspires us to challenge the status quo and provide unparalleled service to our clients. We value respect, integrity, accountability, collaboration, and continuous improvement.

This role is ideal for someone who embraces Southern culture, enjoys being part of a close-knit community, and is excited about the opportunity to grow within an established firm with decades-long client relationships.

About the Role

As a Client Service Associate, you will partner with the team to provide exceptional customer service to our clients. Your role will involve fostering relationships, resolving client inquiries, and handling administrative functions to ensure a seamless client experience.

Responsibilities Include:

• Review and update client information to prepare for meetings.
• Manage and resolve client service issues promptly.
• Provide administrative support to document advisor notes and complete follow-up tasks.
• Coordinate client meetings, including appointment preparation and greeting clients.
• Prepare and review new account paperwork to ensure accuracy and completeness.
• Maintain compliance with legal and regulatory requirements.
• Document key client achievements and update CRM systems.
• Oversee client account activity and resolve any issues.
• Support firm initiatives and participate in company-wide projects or events.

What Were Looking For

Skills & Qualifications:

• Bachelors degree required; advanced certifications/designations are a plus.
• Minimum 2 years of experience in financial planning, wealth management, or a related field.
• Strong understanding of finance, investment markets, and securities.
• Exceptional organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to multitask and adapt to changes in a fast-paced environment.
• Proficiency with CRM systems and client documentation processes.
• A collaborative mindset with a passion for delivering superior client service.
• High level of confidentiality, ethics, and integrity.

Compensation & Benefits

Salary Range: $60,000$65,000 per year (based on experience and skills).

Incentive Pay: Performance-based bonuses.

Comprehensive benefits package, including:

• Health insurance
• 401(k) retirement plan with company match and profit-sharing.
• Paid time off.
• Flexible work options
• Life insurance

Why Join Us?

• A chance to work in a supportive and collaborative environment.
• The opportunity to build upon long-standing client relationships.
• A workplace that values authenticity, vulnerability, and personal accountability.

Application Process

If this opportunity sounds like a fit, wed love to hear from you! Please submit your resume and a cover letter detailing why youre a great fit for this role.

Stravolo Wealth Management is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.