Client Service Associate

Inside Wealth Health

Wealth Health’s business model is centered around control, clarity and confidence.

Wealth Health integrates a tax-first approach into every financial decision by using tax diversification to give clients more control over their income by providing clarity with every step of how their money is invested and how it will impact potential returns and withdrawals.

Therefore, clients walk away with a level of confidence that their financial future is built upon smart investments and a solid strategy that achieves their goals faster.

Wealth Health clients come from all walks of life from local families, neighboring communities, individuals and small business owners alike.

You will find an amazing, intelligent, professional, caring and very passionate team that all share their love of numbers.

They are a dedicated group who thrive in a cohesive and collaborative environment where everyone rolls up their sleeves to provide the highest level of customer service to their client base.

The team at Wealth Health have the privilege of helping clients achieve their financial goals. As a Client Service Associate, you’ll act as the primary point of contact for our clients, handling their inquiries, resolving issues, and supporting them with administrative and account management tasks. This role will support our financial advisors and strengthen advisor-client relationships to ensure that clients are satisfied.

If you share the same eagerness to help others and want to make a positive impact on our clients' financial health while enjoying a friendly workplace, we’d love to meet you.

• Respond to client inquiries promptly and professionally through various channels of communication.
• Address and resolve client issues, complaints, and concerns in a timely and efficient manner.
• Perform a range of administrative and clerical duties, including scheduling advisor-client meetings, preparing documents and presentations, taking meeting notes, and managing client files and maintaining an internal database.
• Helping with client requests, such as money movement.
• Build and maintain positive relationships with clients to ensure a high level of satisfaction.
• Maintain client confidentiality and ensure data security at all times.
• Collaborate with the team to meet client needs and help achieve company goals.

• Bachelor’s degree in business administration or financial services
• Two plus years in a Client Services role with a financial investment firm
• Excellent attention to detail and organizational skills
• Strong communication skills, both verbal and written
• Ability to work independently and as part of a friendly team
• A strong focus on providing high-quality customer service and building rapport is necessary.
• Excellent technical proficiency with Microsoft Office Suite
• Experience working with Cetera Financial Group and their Advice Works platform is a plus
• Salary range commensurate with level of experience and certifications.