Wealth Advisory Client Success Specialist

Provenance Wealth Advisors, LLC; Fort Lauderdale (FL); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Provenance Wealth Advisors, LLC is seeking a Client Success Associate to deliver proactive service to Financial Advisors and clients while supporting the firm’s planning process. You will manage administrative tasks, maintain client data, and enable advisors to focus on relationship management.

Responsibilities include new account paperwork, CRM maintenance, meeting prep, and coordination with attorneys on estate planning documents, ensuring confidentiality and high professional standards.

Qualifications

• 3-6 years of experience in the financial services industry.
• FINRA Series 7 license.
• Experience with CRM platforms such as Practifi, Salesforce, Wealthbox, Redtail or similar systems.
• Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.

Responsabilités

• Prepare and process new account paperwork, applications, and documentation.
• Maintain accurate client and household information within the CRM and track service requests.
• Assist with client meeting preparation of summaries, spreadsheets, applications and engagement letters.
• Coordinate with attorneys on estate planning documents and tax ID follow-up.
• Create and manage electronic client files across platforms.

Connaissances

Client service mindset

CRM proficiency

Communication skills

Time management

Team collaboration

Formation

Associate's or Bachelor's degree

Outils

Practifi

Salesforce

Wealthbox

Redtail

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

Description du poste

Provenance Wealth Advisors, LLC is seeking a Client Success Associate to deliver proactive service to Financial Advisors and clients while supporting the firm’s planning process. You will manage administrative tasks, maintain client data, and enable advisors to focus on relationship management.

Responsibilities include new account paperwork, CRM maintenance, meeting prep, and coordination with attorneys on estate planning documents, ensuring confidentiality and high professional standards.