Client Success Specialist – Wealth Advisory

Provenance Wealth Advisors, LLC; Fort Lauderdale (FL); Presencial; USD 52.000 - 76.000; Jornada completa

Descripción de la vacante

Provenance Wealth Advisors seeks a Client Success Associate to deliver proactive support to Financial Advisors and ensure an exceptional client experience. The role supports the firm’s planning process and allows Advisors and Business Managers to focus more on client relationships and strategy.

The position combines client service, document processing, CRM management, and coordination with attorneys to ensure timely, accurate paperwork and a high standard of service across all client

Formación

• 3–6 years of experience in the financial services industry.
• FINRA Series 7 license.
• Experience with CRM platforms (Practifi, Salesforce, Wealthbox, Redtail).
• Proficient in Microsoft Excel, Word, Outlook, and PowerPoint.

Responsabilidades

• Prepare and process new account paperwork and documentation.
• Maintain client information in the CRM and track service requests.
• Handle ongoing account maintenance and custodial requests.
• Onboard new clients and coordinate meetings with clients and vendors.
• Collaborate with attorneys for estate planning documents and tax IDs.

Conocimientos

Client service

Communication

Time management

Attention to detail

Team collaboration

Problem solving

Discretion

Independent work

Adaptability

Educación

Associate's degree

Bachelor's degree

Herramientas

Practifi

Salesforce

Wealthbox

Redtail

Descripción del empleo

Provenance Wealth Advisors seeks a Client Success Associate to deliver proactive support to Financial Advisors and ensure an exceptional client experience. The role supports the firm’s planning process and allows Advisors and Business Managers to focus more on client relationships and strategy.

The position combines client service, document processing, CRM management, and coordination with attorneys to ensure timely, accurate paperwork and a high standard of service across all client