Client Advocate

Avior Wealth Management LLC; Santa Rosa (CA); On-site; USD 51,000 - 65,000; Full time

Benefits offered by this job

401k and 401k Matching

Dental Insurance

Vision Insurance

Health Insurance

Health Savings Account (HSA)

Life Insurance

Disability Insurance

Employee Assistance Program (EAP)

Paid Time Off

Job summary

Avior Wealth Management LLC in Santa Rosa, CA seeks a proactive Client Advocate to support financial advisors and tax professionals, preparing materials for client meetings and ensuring smooth daily operations.

You will handle client inquiries, coordinate reports, and assist in planning documents while ensuring accuracy and compliance with internal policies.

This is a full-time on-site role with one preset remote day and a comprehensive benefits package.

Qualifications

• Bachelor's degree in finance, business, or related field.
• 1-3 years of experience in the financial services industry.
• Strong interpersonal and communication skills.
• 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).
• Series 65 certification is a plus.

Responsibilities

• Advisor support: Prepare reports, presentations, and materials for client meetings; ensure documentation is ready and accurate.
• Client Interaction: Serve as a key contact for clients, resolving inquiries and providing high-level service.
• Issue Resolution: Work with partners to address and resolve client concerns related to financial services and account maintenance.
• Task Management: Schedule, track, and follow up on key tasks to meet deadlines.
• Planning Support: Assist in preparing financial plans and tax documents, gathering data and ensuring accuracy.
• Compliance and Procedures: Align actions with internal policies and regulations.
• Administrative Duties: Schedule meetings, answer calls, and maintain organized records.

Skills

Interpersonal communication

Time management

Detail-oriented

Problem solving

Multitasking

Series 65 (bonus)

Microsoft Office

Education

Bachelor's degree in finance, business, or related field

Tools

Microsoft Office Suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Advocate

Full Time Santa Rosa, CA, US

10 days ago Requisition ID: 1042

Salary Range: $55,000.00 To $65,000.00 Annually

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 isvery importantthat we share common valueswithour 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 impact in the 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 aproactive and detail-orientedfront-line support associateprovidingessential support to a pool of financial advisorsand tax preparers. You willbe responsible forassistingwith 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 complexfinancialmatters andhelping todeliversuperiorclientservice.

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.

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.
• Full-time
• In-office with work from home flexibility one preset day per week