Client Advocate

Avior Wealth Management LLC; United States; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Avior Wealth Management LLC is seeking a Client Advocate to provide frontline support to a pool of financial advisors and tax preparers in the United States. You will prepare client meeting materials, resolve inquiries, and help maintain smooth day-to-day operations.

The role emphasizes servicing clients, coordinating plans and documents, and upholding internal policies. A bachelor’s degree in finance or business plus 1–3 years of experience is preferred.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• 1–3 years in financial services.
• Strong interpersonal and communication skills.

Responsibilities

• Assist financial advisors and tax professionals by preparing reports, presentations, and other materials for client meetings.
• Serve as a key contact for clients, helping to resolve inquiries with a high level of service.
• Address and resolve client concerns related to financial services and account maintenance.
• Stay up to date on firm procedures, scheduling and tracking key tasks to meet deadlines.
• Aid in the preparation of financial plans and tax documents with accurate data.
• Ensure actions align with internal policies, regulations, and best practices.
• Handle day-to-day administrative duties such as scheduling meetings and maintaining records.

Skills

Interpersonal skills

Communication

Detail-oriented

Organization

Time management

Problem-solving

Multitasking

Education

Bachelor's degree in finance or business

Tools

Microsoft Office

Job description

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 t