Senior Client Services Lead, Financial Planning

Stratos Wealth Partners, Ltd.; Metairie (LA); In loco; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

Stratos Wealth Partners New Orleans in Metairie, LA seeks a Senior Client Service Associate to partner with the Lead Advisory team and deliver high-touch client service. You’ll anticipate needs, organize planning work, and ensure requests move to timely completion in a busy wealth-management practice while maintaining accurate client records.

In this full-time, in-office role you’ll gain exposure to affluent client relationships, financial planning, and technology that supports an efficient

Competenze

• Bachelor’s degree or equivalent combination of education and directly relevant experience.
• Experience in financial services, wealth management or investment advisory.
• Demonstrated ability to manage detailed, deadline-driven client work with accuracy and sound judgment.
• Strong written and verbal communication skills and the ability to explain processes clearly.
• Proficiency with CRM, financial planning, client-reporting, document-management, and Microsoft Office tools.

Mansioni

• Serve as a responsive point of contact for assigned clients, resolving requests and keeping clients and advisors informed of status, next steps, and timelines.
• Partner with Lead Advisors to prepare for client meetings, organize data and materials, document decisions, and coordinate follow-up actions.
• Support the development and maintenance of financial plans based on client goals, cash flow, risk tolerance, retirement needs, and other approved planning inputs.
• Coordinate account openings, transfers, contributions, distributions, beneficiary changes, money movement, and account maintenance within established procedures and authority.
• Prepare, review, submit, and track client documentation and service requests; identify missing information and resolve outstanding items promptly.
• Develop a thorough understanding of each client’s circumstances and surface relevant service or planning needs to the advisory team.
• Maintain complete, timely, and accurate client records in the CRM, financial-planning, reporting, and document-management systems.
• Coordinate with custodians, product partners, and external professionals as appropriate to move client work forward.
• Help improve workflows, templates, checklists, and technology adoption to strengthen quality, consistency, and capacity.
• Remain current on relevant regulatory, tax, planning, investment, and technology developments and follow all firm policies and supervisory procedures.
• Maintain required registrations, licenses, and continuing-education requirements.

Conoscenze

Financial services experience

Client service

CRM proficiency

Communication skills

Microsoft Office

Independent working

Team collaboration

Formazione

Bachelor's degree

Strumenti

CRM software

Financial planning software

Document management systems

MS Office

Descrizione del lavoro

Stratos Wealth Partners New Orleans in Metairie, LA seeks a Senior Client Service Associate to partner with the Lead Advisory team and deliver high-touch client service. You’ll anticipate needs, organize planning work, and ensure requests move to timely completion in a busy wealth-management practice while maintaining accurate client records.

In this full-time, in-office role you’ll gain exposure to affluent client relationships, financial planning, and technology that supports an efficient