Client Advocate

Axiom Advisory, LLC; Santa Rosa (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading financial advisory firm seeks a Client Advocate in Santa Rosa, CA. The role involves managing client relationships and ensuring exceptional customer satisfaction. Ideal candidates possess a Bachelor's degree in Finance or Business, with strong communication skills and experience in the financial industry preferred. This is an entry-level, full-time role that promises career growth opportunities.

Qualifications

• Proficient in customer service and client satisfaction.
• Ability to work effectively in a dynamic on-site environment.

Responsibilities

• Manage client relationships and provide exceptional customer service.
• Address client inquiries and support their needs.
• Deliver documentation and prepare for client meetings.

Skills

Communication

Customer Service

Interpersonal Skills

Client Relationship Management

Education

Bachelor's degree in Finance

Bachelor's degree in Business Administration

Job description

5 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Avior Wealth Management, LLC

Avior Wealth Management, LLC is an SEC-registered investment advisor located in Omaha, NE. Formed through the merger of Campbell Wealth Management Group, Inc and Nelson-VanDenburg & Associates in 2011, and rebranded as Avior in 2021, the firm provides comprehensive financial planning and investment management services. Avior adheres to SEC regulatory requirements and offers thorough disclosure through its Form ADV brochure. More details about Avior’s services and operations can be found on the SEC’s website. Avior serves clients across the United States and is not soliciting business internationally.

Role Description

This is a full-time on-site role for a Client Advocate located in Santa Rosa, CA. The Client Advocate will be responsible for ensuring customer satisfaction, managing client relationships, and providing exceptional customer service. Day-to-day tasks include addressing client inquiries, proactive support to clients, understanding client goals, challenges, and preferences.

First point of contact for inbound/outbound client calls and email responses.

Schedules and prepares advisors for client meetings and all client follow-up.

Delivers documentation to clients.

Acts as main point of contact for clients and Financial advisors to create “White Glove Service”.

Qualifications

• Excellent Communication and Customer Service skills
• Proficiency in ensuring Customer Satisfaction and managing client relationships
• Exceptional interpersonal skills
• Ability to work effectively in a dynamic, on-site environment in Santa Rosa, CA
• Bachelor's degree in Finance, Business Administration, or a related field is preferred
• Experience in the financial industry is an advantage

Seniority level

• Entry level

Employment type

• Full-time

Referrals increase your chances of interviewing at Avior Wealth Management, LLC by 2x

Get notified about new Client Advocate jobs in Santa Rosa, CA.

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.