Client Success Advocate for Financial Advisors

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

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.