Wealth Advisory Support & Onboarding Specialist

Alerus Financial; Tempe (AZ); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Generous paid time off

Learning and development resources

Job summary

Alerus Financial is seeking a Wealth Associate to support Wealth Advisors in expanding client relationships and promoting Alerus products and services to help clients reach financial wellness. You will assist with onboarding, coordinate with product specialists, keep advisors informed, and ensure documentation is complete and compliant.

Strong client service, CRM experience, and a degree in finance or related field are valued as you help manage deposits, distributions, and maintenance while

Qualifications

• Associate's degree in finance or related field or equivalent work experience.
• 2 years of experience working with clients and CRM.
• Strong organizational, time management, and problem-solving skills and the ability to multi-task.
• Self-motivated, team-oriented, and passionate about improving client's financial wellness, with the ability to maintain professionalism under stress.
• Proven client service abilities with strong verbal/written communication.

Responsibilities

• Facilitate the onboarding process for new clients, ensuring all necessary documentation is complete and service expectations are set.
• Collaborate with wealth advisors, product specialists, and other team members to meet client needs and achieve their financial goals.
• Provide prompt and effective communication to client inquiries, document interactions in the CRM, and keep advisors informed of any updates.
• Ensure that all necessary client documentation is collected, retained, and compliant with company policies and regulatory requirements.
• Handle day-to-day transactions, including deposits, distributions, transfers, and account maintenance, while maintaining accuracy and attention to detail.
• Regularly review accounts for compliance, overdrafts, and necessary maintenance, taking action as appropriate to ensure account health.
• Work on building a general understanding of basic financial planning concepts including depository products, investments, lending, and insurance protection planning.

Skills

Client service

CRM experience

Communication skills

Education

Associate's degree in finance or related field

Tools

CRM systems

Job description

Alerus Financial is seeking a Wealth Associate to support Wealth Advisors in expanding client relationships and promoting Alerus products and services to help clients reach financial wellness. You will assist with onboarding, coordinate with product specialists, keep advisors informed, and ensure documentation is complete and compliant.

Strong client service, CRM experience, and a degree in finance or related field are valued as you help manage deposits, distributions, and maintenance while