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Client Service Associate (June 2017)

Who are we?

TrueWealth is a fee-only SEC registered investment adviser with more than $1 billion of investment assets that develops comprehensive wealth management strategies for affluent individuals and families.

Who do we need?

We are currently seeking two entry-level Client Service Associates with an internship with a registered investment advisor, brokerage firm, bank or similar financial firm under his or her belt. This individual should exemplify TrueWealth’s core values of integrity, excellence, caring, optimism, balance, and accountability.

Why TrueWealth?

TrueWealth consistently ranks as a Best Place to Work in Atlanta and Georgia and recently received the distinguished honor as one of the top 50 small places to work in the U.S and #4 in the nation for Best Workplaces in Financial Services and Insurance by Great Place to Work and Fortune Magazine in 2016 and #1 Best Place to Work for Women by Great Place to Work and Fortune Magazine in 2015. We also offer excellent benefits including medical, dental, disability and life insurance coverage as well as a generous allowance for paid time off and holidays.

Qualifications for the ideal candidate:

  • Bachelor’s degree in Financial Planning, Business Finance or Accounting.
  • Internship experience with a registered investment advisor, brokerage firm, bank or similar financial firm (preferred).
  • Strong technical aptitude.
  • Strong business communication skills.
  • Effective listener who contributes solid ideas.
  • High-Quality Control standards.
  • Team player able to work effectively with staff members at all levels.
  • Punctual – both in work performance and work hours.
  • Initiative – actively anticipates needs and proactively works to address them.

Technical Experience for ideal candidate:

  • MS Office Products, especially Outlook and Excel (required)
  • Knowledge of Schwab Institutional, Tamarac, and MoneyGuidePro (preferred)

What will you do?

Client Service Associates play a vital role in our client service teams making this position an outstanding starting point for a career in financial planning and wealth management. In this entry-level position, our Associates learn the nuts and bolts of the client service relationship through managing all administrative aspects of the client relationship. This position provides ample opportunity for growth as an Advisor and we provide support to our Associates in their pursuit of the Certified Financial Planner designation.

Successful applicants will be polished self-starters with excellent communication skills and a solid command of technology. The responsibilities of this Financial Planner-track position demand a strong client service orientation, an acute attention to detail and the ability to handle confidential and sensitive information with discretion. The fast pace of our office requires team members to possess self-confidence, a positive attitude, flexibility and an ability to continuously manage multiple priorities and tasks.

Your responsibilities would include, but are not limited to:

  • Sets up and maintains client accounts.
  • Maintains contact with clients to provide or to obtain updated information, to schedule meetings with advisors and to troubleshoot issues.
  • Coordinates new accounts, asset transfers and account maintenance with the Firm’s Investment Custodian (Schwab Institutional).
  • Compiles client and firm paperwork.
  • Facilitates various client requests.
  • Sets up in-house client meetings.
  • Works with portfolio administrator and wealth advisors to coordinate opening new accounts.
  • Performs administrative duties on behalf of senior advisors such as typing correspondence, memoranda, meeting notes and agendas.