Work with a nationally ranked CPA and advisory firm that is passionate for what’s next. Aprio has 22 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio’s Wealth Management team and you will help clients maximize their opportunities. Aprio Wealth Management, LLC is a progressive, fast-growing firm looking for a Client Service Associate to join their dynamic team.
Your role, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perform administrative duties that support Financial Advisors in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc). You support and drive firm initiatives and maintain risk awareness and regulatory knowledge.
The ideal candidate is resourceful, an excellent problem solver and a team player. You are detail oriented with proven organizational skills, able to manage time efficiently, and prioritize tasks. You have proven written and verbal communication skills. You embrace technology and the efficiencies it allows and are a driven self-learner who is always looking to improve processes.
Position Responsibilities:
Client Relationship Management
- Collect appropriate documentation to support the new client onboarding and billing process and ongoing delivery of wealth management services.
- Initiate and maintain client access across all systems and educate clients on account services and capabilities (e.g., how to use Online Services, paperless options, Client Portal, financial planning software)
- Ensure appropriate documentation for client files are kept in compliance.
- Leverage various communication channels to keep in touch with clients (e.g., send out birthday cards, e-mail research newsletters)
Advisor Support
- Establish and maintain client data across various internal reporting and CRM systems.
- Review daily reports and alerts and process accordingly.
- Assist in the preparation of client reports and other materials for client meetings.
- Input tasks within appropriate systems and complete associated paperwork.
Operations Support
- Provide support for monthly billing preparation; pulling reports; auditing data.
- Assist with new client set up across all Aprio Systems.
- Provide backup support to team members as needed.
Qualifications:
- 5+ years of experience in similar role in the area of Wealth Management
- Extreme multi-tasking with ability to work with frequent interruptions required
- Preferred experience with SalesForce, Orion, eMoney, HubSpot and Schwab
- Advanced knowledge of Excel
- Proficiency with Microsoft Office
- Strong written and verbal communication skills
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
