Wealth Advisory Support Specialist

Alerus; Phoenix (AZ); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Comprehensive benefits package

Generous paid time off

Learning and development resources

Access to financial experts

Volunteer time and donation match

Résumé du poste

Alerus seeks a Wealth Associate to support Wealth Advisors by onboarding new clients, aligning documentation with service expectations, and helping expand opportunities across wealth products.

You will collaborate across product specialists and team members, manage CRM notes, and ensure compliance and accuracy in client interactions while contributing to clients’ financial wellness and long-term financial goals.

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 with the ability to multi-task.
• Self-motivated, team-oriented and focused on improving client’s financial wellness.
• Excellent verbal and written communication skills.

Responsabilités

• Facilitate onboarding for new clients, ensuring 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.

Formation

Associate's degree in finance or related field

Description du poste

Alerus seeks a Wealth Associate to support Wealth Advisors by onboarding new clients, aligning documentation with service expectations, and helping expand opportunities across wealth products.

You will collaborate across product specialists and team members, manage CRM notes, and ensure compliance and accuracy in client interactions while contributing to clients’ financial wellness and long-term financial goals.