Client Advocate Avior Wealth Management LLC Santa Rosa, CA Job Details Full-time $55,000 - $65,000 a year 1 day ago Benefits Health savings account Disability insurance Health insurance Dental insurance Paid time off Work from home Employee assistance program Vision insurance 401(k) matching Life insurance Qualifications Financial planning Customer records maintenance Customer communication Investment advisory support Microsoft Excel Office activity coordination Microsoft Outlook Tax documents Account maintenance Bachelor's degree in finance Regulatory compliance Bachelor's degree in business Mid-level Post-sales issue resolution Finance Financial issue resolution Meeting scheduling Managing clients in a customer support role Bachelor's degree Managing clients in a finance role Data management Task prioritization Compliance documentation Financial data management Desktop applications Financial services Handling account queries 1 year Series 65 Cross-functional collaboration Full Job Description About Us At Avior, we believe in more than just managing wealth; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment. Avior Core Values We believe that the core foundation of our culture is a key driver to our success. It is very important that we share common values with our team. We strive to hire teammates who resonate with our core values: It'sNot Me,It'sWe-We believe working together as a team, we are able toleverageour collective strengths, drive innovation, and achieve greater success than we could on our own. We Lead Through Service-We're committed to serving others with humility, generosity, and compassion. This means actively listening, continuously learning, and adapting to meet the needs of those we serve. By prioritizing humility in our service, we aim to make a positive impactinthe lives of others and create positive change in our organization and communities. We Pursue Excellence-We believe that success is not just a matter of talent, but also of perseverance, dedication, and commitment. In the face of challenges or opportunities, we know that our commitment to hard work and loyalty will help us achieve our goals and make a positive impact on the world around us. We Shape the Future-We believe in the transformative power of imagination, creativity, and innovation to drive progress and shape the future. By sharing our knowledge and experience with one another, we foster a culture of innovation and leadership that leaves a lasting impact and reflects our shared vision and values. Position Overview The Client Advocate is a proactive and detail-oriented front-line support associate providing essential support to a pool of financial advisors and tax preparers. You will be responsible for assisting with client-facing issues, preparing materials for client meetings, and ensuring the smooth operation of day-to-day tasks. This role is pivotal in enhancing the client experience by resolving complex financial matters and helping to deliver superior client service.

Key Responsibilities Advisor support:

Assist financial advisors and tax professionals by preparing reports, presentations, and other materials for client meetings. Ensure that all relevant documentation is ready and accurate.

Client Interaction:

Serve as a key contact for clients, helping to resolve their inquiries and ensuring a high level of service, especially when dealing with complex financial products or service issues.

Issue Resolution:

Act as a problem-solver, working closely with business partners to address and resolve client concerns related to financial services, account maintenance, and other matters.

Task Management:

Stay up to date on firm procedures, making sure key tasks are scheduled, tracked, and followed up on, ensuring deadlines are met.

Planning Support:

Aid in the preparation of financial plans, tax documents and other related items as needed by gathering data, preparing materials, and ensuring all information is accurate and up to date for client sessions.

Compliance and Procedures:

Ensure that all actions align with internal policies, industry regulations, and best practices.

Administrative Duties:

Handle day-to-day operational tasks such as scheduling meetings, answering client calls, and maintaining organized records. Qualifications A bachelor's degree in finance, business, or related field is preferred. 1-3 years of experience in the financial services industry. Strong interpersonal and communication skills with the ability to effectively interact with clients and colleagues. Detail-oriented with excellent organizational and time management skills. Ability to manage multiple priorities in a deadline-driven environment. Proficiency in Microsoft Office suite (Word, Excel, Outlook) Strong problem-solving skills. Ability to multitask and prioritize tasks in a fast-paced environment. Strong technical aptitude to facilitate daily work and ability to learn required software applications quickly. Series 65 certification is a plus. Your Well-Being Matters In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being: 401k and 401k

Matching:

Plan for your future with our retirement savings options.

Dental Insurance:

Support your oral health with coverage for a range of dental services.

Vision Insurance:

Ensure clear sight on your path to success with our vision coverage.

Health Insurance:

Take care of your physical well-being with our health insurance offerings. Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option.

Life Insurance:

Provide financial security for your loved ones with our life insurance benefits.

Disability Insurance:

Safeguard your financial future in the face of the unexpected. Employee Assistance Program (EAP): Access resources and support for personal and professional challenges.

Responsible Paid Time Off:

We recognize the importance of work-life balance, and our flexible vacation policy reflects our commitment to your overall happiness. Work Environment Full-time In-office with work from home flexibility one preset day per week Monday - Friday 8:00 am - 4:30 pm